Elevate Wealth

In this episode, Deanne and wealth advisor Brian Rosso tackle the frequently asked question: "When should I retire?" They explore how retirement timing should be based on both financial readiness and social/emotional needs. Brian emphasizes the importance of considering your job satisfaction and stress levels when deciding the right time to retire. For personalized advice on retirement s...

Join Deanne and wealth advisor Brian Rosso from Elevate Wealth Advisory as they discuss retirement planning hacks. In this episode, they tackle the question of what to do if you didn't start saving early or often. Brian emphasizes that it's never too late to start saving, even if it's a small amount on a regular basis. They also highlight higher contribution limits for those over 50 an...

Join Deanne and Brian from Elevate Wealth Advisory as they drill down into essential retirement planning tips in this episode. Discover the power of the "Save Early & Often" strategy, and learn why starting small and making saving a non-negotiable part of your budget can set you up for a comfortable retirement. Understand the common obstacles people face and how to overcome them to p...

This week, Deedee Bloom explains when to sign up for Social Security and Medicare. Navigating Retirement Milestones Retirement planning can be confusing with different ages for Social Security, Medicare, and required minimum distributions. Here's a breakdown of what to consider: Medicare: It's crucial to sign up for Medicare three months before turning 65, even if still working and not imm...

Deedee Bloom, Advanced Planning Coordinator at Elevate Wealth Advisory, addresses a common question: Should long-term care insurance be considered, and if so, when? Understanding Long-Term Care Insurance It's generally recommended to start considering long-term care options between the ages of 50 and 60. Approximately half of the people turning 65 will require some form of paid long-term care...

This week, Elevate Wealth Advisory's Advanced Planning Coordinator focuses on the importance of estate planning, especially for younger individuals who may not be looking far ahead past retirement. Why is Estate Planning Important? Estate planning ensures that the assets acquired over a lifetime are correctly transferred to the appropriate people upon passing. Proper titling and registration o...

Deedee Bloom, Advanced Planning Coordinator at Elevate Wealth, explains how advanced planning goes beyond investment strategies to encompass all elements that form a complete financial picture, including: Tax Planning: Optimize tax strategies to maximize savings and minimize liabilities. Social Security & Medicare: Understand benefits and make informed decisions about healthcare and retirement...

Join Deanne Rosso, CEO of Elevate Wealth Advisory, as she dives into the crucial topic of Legacy Planning in retirement. This episode features wealth adviser Clarke Holt, who shares invaluable insights on the most critical action to take in estate planning: ensuring your accounts and assets are correctly titled with up-to-date beneficiary designations. Learn why aligning your will with your policy...

Join Deanne Rosso, CEO of Elevate Wealth Advisory, as she dives into the crucial topic of Legacy Planning in retirement. This episode features wealth adviser Clarke Holt, who shares invaluable insights on the most critical action to take in estate planning: ensuring your accounts and assets are correctly titled with up-to-date beneficiary designations. Learn why aligning your will with your policy...

Join Clarke Holt, this week's host at Elevate Wealth, as he explores the distribution phase of retirement with Deanne Rosso, President and CEO of Elevate Wealth Advisory. In this episode, they discuss the critical "spend-down" period—when retirees start their required minimum distributions at age 73 or 75 and transition through different stages of activity in retirement. Deanne share...

Join Deanne Rosso, CEO of Elevate Wealth Advisory, and Wealth Adviser Clarke Holt as they discuss the crucial transition phase of retirement. In this episode, they delve into what the transition stage means for new retirees and how it offers unprecedented flexibility in managing taxes and income streams. Deanne explains the significance of planning your income sources strategically, from personal...

Join Deanne Rosso, President & CEO of Elevate Wealth Advisory, in this insightful episode where she delves into the key strategies for wealth building with colleague Clarke Holt, a seasoned wealth advisor. They discuss the importance of starting early in saving and investing, emphasizing the exponential benefits of time in the market. Clarke stresses the significance of automating savings, ens...

We hear it all the time: All my friends are talking about bitcoin. Am I missing out on an opportunity? Our thoughts, today on Elevate Wealth. If you need help with financial questions, we’re here for you! Schedule a free consultation. Just visit our Website below, and click the Let’s Talk button! 🔗 Website: https://elevate-wealth.com 🔗 Facebook: https://www.facebook.com/elevatewealthadvisory 🔗...

Recently people have noticed that the market is going up, and we have been asked if it is a good idea to go all in and take money out of CDs now and invest it all? Our advice, today on Elevate Wealth. If you need help with financial questions, we’re here for you! Schedule a free consultation. Just visit our Website below, and click the Let’s Talk button! 🔗 Website: https://elevate-wealth.com 🔗 F...

Do you have most of your money in money markets, CDs, and cash and are afraid to invest in the market? We'll discuss pros and cons, today on Elevate Wealth. If you are ready to move past your fears, we’d be glad to help! Schedule a free consultation. Just visit our Website below, and click the Let’s Talk button! 🔗 Website: https://elevate-wealth.com 🔗 Facebook: https://www.facebook.com/eleva...

“The dominant determinant of long-term, real-life returns is not investment performance but investor behavior.” What does this mean? Wealth Adviser Clarke Holt explains, today on Elevate Wealth. If you need help staying the course, we’d be glad to help! Schedule a free consultation. Just visit our Website below, and click the Let’s Talk button! 🔗 Website: https://elevate-wealth.com 🔗 Facebook: h...

Wondering why everyone says you should be sure your financial adviser is a fiduciary? What does this mean exactly? We’ll tell you, today on Elevate Wealth. If you are looking for help from a fiduciary wealth adviser, we would love to talk more with you. Visit elevate-wealth.com and click the Let’s Talk button! 🔗 Website: https://elevate-wealth.com 🔗 Facebook: https://www.facebook.com/elevateweal...

Why should you diversify with international stocks? Wealth Adviser Clarke Holt tells you this and more today on Elevate Wealth. If your adviser isn’t suggesting a diversified approach to investing, we’d be glad to help! Schedule a free consultation. Just visit our Website below, and click the Let’s Talk button! 🔗 Website: https://elevate-wealth.com 🔗 Facebook: https://www.facebook.com/elevatewea...

Does a market downturn indicate a down year? Wealth Adviser Clarke Holt answers this question today on Elevate Wealth. If you need help staying the course, we’d be glad to help! Schedule a free consultation. Just visit our Website below, and click the Let’s Talk button! 🔗 Website: https://elevate-wealth.com 🔗 Facebook: https://www.facebook.com/elevatewealthadvisory 🔗 Instagram: https://www.inst...

Should you change your investment strategy based on who wins the presidential election? Wealth Adviser Clarke Holt answers this question today on Elevate Wealth. If you need help staying the course, we’d be glad to help! Schedule a free consultation. Just visit our Website below, and click the Let’s Talk button! 🔗 Website: https://elevate-wealth.com 🔗 Facebook: https://www.facebook.com/elevatewe...

Can a ROTH conversion work for you? We’ll explain more, this week on Elevate Wealth. Is your wealth adviser talking to you about ROTH Conversions? At Elevate Wealth Advisory, we’re here to create a customized plan to help you save money for retirement. If your adviser isn’t doing this for you, we can help. Visit our Website below, and click the Let’s Talk button! 🔗 Website: https://elevate-wealth...

Do you know the difference between standard and itemized deductions? We explain the difference on this episode of Elevate Wealth. At Elevate Wealth Advisory, we want our clients to understand their tax return and everything that goes into it. If you need help, we’re here! Book a free consultation on our web site. Visit our Website below, and click the Let’s Talk button! 🔗 Website: https://elevate...

Are you confused when you’re looking at your 1040? On this episode of Elevate Wealth, we’ll break it down and show you how understanding it COULD save you money in taxes! At Elevate Wealth Advisory, we want our clients to understand their financial plan, their tax return, and all of the various forms they need to submit. If you need help, we’re here! Book a free consultation on our web site. Visit...

Curious about which elements of the SECURE Act 2.0 go into effect this year? Check out this quick update and learn how it affects you. At Elevate Wealth Advisory, we’re here to help you understand how laws like this affect you and your financial plan. If your wealth adviser isn’t doing this for you, we can help. Book a free consultation. Visit our Web site below and click "Let's Talk!&quo...

At Elevate Wealth Advisory, we’re here to help you understand how laws like this affect you and your financial plan. If your wealth adviser isn’t doing this for you, we can help. Book a free consultation on our web site. Visit our site below, and click the Let’s Talk button! 🔗 Website: https://elevate-wealth.com 🔗 Facebook:   / elevatewealthadvisory   🔗 Instagram:   / elevatewealthadvisory   Su...