It was the best of times; it was the worst of times. But this story isn’t about two cities. It is about two investors. Two brothers actually, we will call them Billy and Randy for this story. Ten years ago, their mother passed away. After ...

met a couple a few years ago who were in their early 70s. For this story I will call them Jason and Carrie. As in many couples, one managed the finances, in this case, it was Jason who handled the finances during their marriage of ...

On January 31, 1940, the first monthly Social Security check was issued to Ida May Fuller of Ludlow, Vermont. She received $22.54. Before passing away in 1975, she collected $22,888.92 in Social Security benefits. Interesting trivia aside, many younger folks have little faith that Social ...

ElderAdo Financial hosts an annual summer BBQ for clients, family, and friends to come out and enjoy an evening of fun, music, food, drinks, yard games, face painting, and more. This quick video highlights all of the fun we had at the 2022 BBQ. Thank ...

The Setting Every Community Up for Retirement Enhancement Act of 2019, popularly known as the SECURE Act, was signed into law in late 2019. Now called SECURE Act 1.0, it included provisions that raised the requirement for mandatory distributions from retirement accounts and increased access ...

2022 was a difficult year for many. We saw war in Europe, spiking energy prices, high inflation, a volatile stock market, a tense mid-term election, and interest rate hikes to name a few. The favorable economic circumstances we had in the 2010s (low-interest rates, low ...

Long-term care includes a whole host of services that you may require to meet various personal needs. And eventually, around 60% of us will need assistance with things many take for granted, according to the Administration for Community Living, a division of the U.S. Dept. of Health and ...

Cybersecurity is “the practice of protecting critical systems and sensitive information from digital attacks.” You may not be in the business of defending critical infrastructure from online threats. But fraud, identity theft, and online scams that target your finances pose significant challenges for everyone in today’s digital world. Armed with ...

What's the status of the TD Ameritrade/Charles Schwab merger?  What do the new IRS Agents mean for you?  What's happening in the global economy and how does that impact your investments?  What's going on with digital currencies?   Where are we now? What are we doing/monitoring in terms of your investments? Tune ...

Age and poor health can quickly impair a person’s ability to deal with life’s many issues, including money. There are many avenues you may decide to take for a loved one (or you may recognize that you desire some assistance yourself). Below we cover a ...

When markets are as volatile as what we’ve been experiencing, it can actually be a good time to make progress toward your long-term financial objectives. No matter what’s happening in the economy and financial markets, we’re always on the lookout for ways to bring you ...

Falling markets and drastic headlines can tempt individuals to abandon their long-term investing plans. Their thinking might go something like, let’s wait until it’s over, hoping to catch the market at its lowest point before buying in. Or in rising markets, maybe they seek to ...

Written By: Daniel Carnes Jaime Dimon is a name you will only hear over the major news outlets. And for good reason. He is currently the CEO of the largest bank in the world, JP Morgan. Since he’s in a prominent position in the world, ...

What is Bitcoin? What is the blockchain? How can it be used? What risks does it pose? What should you know about investing in Bitcoin? Many of you have been asking to learn more about Bitcoin, so we put on a seminar for you to ...

What are the most important things you really want when it comes to money? To feel secure. Have peace about your financial future. Generate a steady retirement income. Don’t pay more taxes than you have to. Retire with a plan and smart strategy. And what ...

Thankfully, many professionals including doctors and lawyers are held to certain standards within their industries that require them to put the interest of their clients first. Professionals that are legally obligated to put their client’s interest first are known as Fiduciaries. However, this standard is ...

Do you have a rainy-day fund? Is if fully funded? You understand the importance of reserves. Whether it’s a home repair, auto repair, a layoff or unexpected bill, having cash set aside will ease the financial burden. We recommend three to six months of readily ...