Category: Financial Planning

We all need to plan for the future. Explore our content on Financial Planning to learn more about the foundational steps you can take to achieve your most fulfilling version of retirement.

Your One-Stop Library for Comprehensive Financial Planning

Keeping up with today’s financial planning industry can feel overwhelming, but this page makes it simple. Browse our regularly updated hub of financial planning news, deep-dive financial planning blogs, and bite-sized financial planning videos curated by our team of registered investment advisors and every certified financial planner on staff. Each resource is designed to help you evaluate your current financial situation, sharpen your risk tolerance, and clarify your long-term financial goals.

What You’ll Learn

How to create a financial plan that balances cash flow, risk management, and wealth management for the years ahead.
Step-by-step strategies for saving for retirement, boosting net worth, and crafting an adaptive investment plan without sacrificing today’s bottom line.
Actionable guides on tax planning, building an estate plan, and protecting loved ones through smart insurance choices.

Whether you’re a DIY investor or work closely with a trusted financial advisor, our library delivers practical insight you can implement immediately. Because our content is clients-based, every article and video offers real-world examples that translate complex ideas into everyday decisions.

Want to learn more about Financial Planning? Fill out our Event Interest Form and join us for one of our Educational Workshops.

Of course, we’re always available to answer your questions. Get in touch and we can have a confidential retirement opportunity conversation! Learn more about our financial planning services for personalized support.

It’s All About the Income

Speaker 1 0:04Stay tuned right now for Retire Smart Maryland, the radio hour from Elite Income Advisors, focused on helping you build a stronger financial future and make the best of your retirement years. Retire Smart Maryland covers income and investment strategies, opportunities to help you grow and protect your wealth, examining tax-efficient planning techniques […]

Social Media Financial Advice, and Procrastination in Retirement

Curveballs in Retirement, and the Social Media Influence

Speaker 1 0:03Stay tuned right now for Retire Smart Maryland, the radio hour from Elite Income Advisors, focused on helping you build a stronger financial future and make the best of your retirement years. Retire Smart Maryland covers income and investment strategies, opportunities to help you grow and protect your wealth. Examining tax-efficient planning techniques […]

Retirement: Am I Ready?

Cynthia de Fazio 0:23Welcome to Retire Smart Maryland. My name is Cynthia DeFazio. Joined today by Prashant Sabapathi of Elite Income Advisors. And to our viewers at home, if you’ve been watching us week after week, you know that Prashant and the team like to talk about the bucket approach when it comes to financial […]

Retirement: Turn Savings Into Income

Cynthia de Fazio 0:23Welcome to Retire Smart Maryland. My name is Cynthia DeFazio. Joined today by Prashant Sabapathi and John DeFeo of Elite Income Advisors. And to our viewers at home, as always, we welcome you to today’s show. And we’re going to talk about a very important topic: your risk tolerance, your risk capacity. […]

Social Security | 62, 67, or 70?

Cynthia de Fazio 0:23Welcome to Retire Smart Maryland. My name is Cynthia DeFazio. Joined today by Prashant Sabapathi and John DeFeo of Elite Income Advisors. And to our viewers at home, we know that you have a lot of questions surrounding Social Security. You’re probably asking yourself, when do I turn it on? Do I […]

Inflation vs Your Retirement

Cynthia de Fazio 0:22Welcome to Retire Smart Maryland. My name is Cynthia DeFazio. Joined today by Prashant Sabapathi and John DeFeo of Elite Income Advisors. And to our viewers at home, once again, thank you for being with us this week. We know that you think a lot about retirement, and we’re going to talk […]

You Saved Millions — Now Why Can’t You Spend It?

Cynthia de Fazio 0:21Welcome to Retire Smart Maryland. My name is Cynthia DeFazio. Joined today by Prashant Sabapathi and John DeFeo of Elite Income Advisors. And to our viewers at home, are you in the viewing audience today? And you’ve already retired. You’ve amassed a nest egg. You have an income stream coming in, and […]

Why Saving for Retirement and Planning for Retirement Are Not the Same

Cynthia de Fazio 0:25Welcome to Retire Smart Maryland. My name is Cynthia DeFazio. Joined today by Prashant Sabapathi and John DeFeo of Elite Income Advisors. And to our viewers at home, thank you so much for being with us today. We’re going to talk about a very important subject: income planning, and why having money […]