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.

5 Financial Planning Tools to Achieve Your Goals

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 […]

Book Overview: “Fiscal Health, Retirement Wealth”

How Can Millennials Prepare to Be the Richest Generation in History?

How is Retirement Planning Like a Puzzle?

Delaying Retirement and the Regrets It Can Cause

Why Do Americans Fear Retirement More Than Death?

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.

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.

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.

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.

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.

Prescription for Financial Health in Retirement

Speaker 1 0:01For coming up today on Retire Smart Maryland Radio, we’re going to write you a prescription for financial health and talk about seven

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.”