Elliott Ellis - Financial Advisor

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.

Timing Your Retirement This short video illustrates the importance of understanding sequence of returns risk.

Learn the basics of investing for your retirement with this glossary covering 401(k), 403(b), IRA, Roth IRA, and several types of annuities.

The 5 retirement investments you should know about Learn the basics of investing for your retirement with this glossary.

The Consumer Price Index has shown low inflation since '09. Are your prices rising faster?

Historical Inflation This calculator shows how inflation over the years has impacted purchasing power.

Financial Independence, Retire Early (FIRE), also known as radical savings, encourages aggressive saving to retire by age 40. But there may be a better approach.

Don’t get burnt with FIRE FIRE method encourages aggressive saving to retire by age 40. But there may be a better approach.

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

IRA Withdrawals that Escape the 10% Tax Penalty The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Think about these 10 shocking facts during your retirement planning.

10 Scary facts about retirement

When are you taking your benefits? Considering the timing can help maximize your benefit.

A Fruitful Retirement: Social Security Benefit Taking your Social Security benefits at the right time may help maximize your benefit.

Want guaranteed income in retirement? You don’t need to wish for the now rare pension, you can do it yourself and get guaranteed retirement income with an annuity. Here’s how.

You can DIY guaranteed income with these 3 tips Get guaranteed retirement income with an annuity. Here’s how.

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Yours, Mine, and Ours: Estate Strategies for Second Marriages Second marriages are a trigger event to revisit any existing estate strategies.

Assets minus liabilities = net worth. When was the last time you calculated yours?

What Is My Current Net Worth? Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Did 2020 shake your financial confidence? You’re not alone. Whatever challenges you faced or are still facing, here are things you can do to get back on track.

Creating financial wellness with what you’ve got right now Did 2020 shake your financial confidence? You’re not alone.

Ben Franklin used compound interest to make big contributions to his two favorite cities.

The Power of Compound Interest Learn how to harness the power of compound interest for your investments.