Insights
We always keep up with the latest industry news and trends to help our clients stay informed.
Explore our library of insights to learn more about the industry and how EIA factors this information into our strategies.
TL;DR: This blog outlines five essential financial planning tools to help secure a comfortable retirement, emphasizing the importance of proactive financial management at any age. Budgeting Apps: Enhance spending visibility, manage budgets, and track goals efficiently. Investment Tracking Software: Provides insights into portfolio performance and suggests diversification strategies. Debt Management Tools: Offers a consolidated view […]
Have you ever wondered why financial advice about saving for retirement varies so much from one advisor to another? This can make it difficult to know who to trust or what to believe. One straightforward way you can wade through your options is to identify which financial phase you’re in and then choose your investment […]
The leading cause of death in the United States today is heart disease. Cancer is a close second, followed by COVID-19, accidents, stroke, and chronic respiratory diseases. But what is the leading cause of death to retirement? Running out of money before running out of life. Protecting yourself against this common retirement risk requires looking […]
Good news to kick off a season of thanksgiving: The Internal Revenue Service (IRS) has announced several increases to 401(k) contribution limits for 2023. For a detailed guide on 401(k) contribution and compensation thresholds, IRA deduction limits, and roth IRA contribution limits, click here (this document can also be found on our Guides page). Rising […]
Prashant Sabapathi and Michael Hartzell, Investment Advisor Representatives from Elite Income Advisors, speak regularly on the topics of Social Security, retirement benefits, and tax planning. Prashant can provide personalized Social Security earning projection reports and comparisons to clients and community members who request a Retire Smart Roadmap as well in privately scheduled meetings. These seminars […]
While the market has been experiencing volatility for a while now and the instability can be discouraging, it’s important to remember that investing is only one aspect of your financial life. You have had years of saving, carefully researching before purchasing big-ticket items or experiences, paying off debt, and more. Check In Celebrating successes and […]
YOUR JOURNEY TO THE GOLDEN YEARS STARTS NOW.
“MAKING THE RIGHT DECISIONS AT THE RIGHT TIME, SITTING DOWN AND PUTTING TOGETHER A PLAN, AND FIGURING OUT WHAT IS AVAILABLE TO PROVIDE A LIFETIME INCOME IN RETIREMENT ARE ALL THINGS WE CAN HELP WITH HERE AT EIA.”
“STOP THINKING ABOUT RETIREMENT AS, ‘I HAVE TO GET TO [A CERTAIN NUMBER] BEFORE I CAN RETIRE.’ FIGURE OUT WHAT LIFE NEEDS TO LOOK LIKE, AND LET’S BUILD A PLAN THAT ALLOWS YOU THE OPPORTUNITY TO LIVE THAT LIFESTYLE.”
“WE ARE ALL ABOUT INCOME. WE WANT TO MAKE SURE YOU HAVE ENOUGH INCOME COMING IN WHEN YOU RETIRE. AND WE ALSO WANT TO MAKE SURE WE CONSIDER INFLATION AND TAXES.”
