Elite Financial Network, Inc.

For many in HB, their home equity represents a large portion of their net worth. This can be great as you get closer to retirement, but considering downsizing may also be an option for you depending on your retirement goals. Here are some of the benefits of downsizing: 🔨 Less maintenance 💰 More liquidity 🛫 Flexibility Want to see if this is the best option for you? Chat with the Elite Financial team today!

Stay in the loop with our Weekly Market Analysis! Catch up on the latest financial news and insights – don't miss out! 📈 https://lnkd.in/gnRyZ-hq #StockMarket #MarketTrends #EliteFinancialNetwork

Attention government employees! If you currently work in the public sector or have retired, the Fairness Act repeals decades-old provisions that reduced your Social Security benefits. Read more about how you can take advantage and claim your full benefits. Reach out if you have any questions!

If you didn't know, Dan is an avid golfer! He believes that the skills a good golfer possesses actually can translate to being a good investor. For example, an experienced golfer aims to reduce their range of outcomes. If you had to go for a 50 foot putt, would you try to sink it? Or would you try to get the ball close enough to the cup for the second putt to be a near-guarantee? If all your eggs are in one basket, your range of outcomes is wide. Drop the basket? All broken eggs. Hold onto the basket? All whole eggs. All or nothing. That's why we use diversification and portfolio constructions that reduce risk, while working towards achieving larger financial goals.

Stay in the loop with our Weekly Market Analysis! Catch up on the latest financial news and insights – don't miss out! 📈 https://lnkd.in/gnRyZ-hq #StockMarket #MarketTrends #EliteFinancialNetwork

Would you continue to work even if you didn't have to? Ask a recent retiree and they might tell you yes! Semi-retirement is a growing trend amongst those entering their golden years. Read this article to see if this strategy is right for you, and reach out if you want to find the best way to implement this in your financial strategy!

There are many ways to save for college, but finding the right way will yield the best results. If you have a child or grandchild considering higher education, the Elite Financial Network team offers free college conversations for parents and children to better understand: 💰 The financial decisions 🎓 ROI on certain majors 🏫 General discussions about what to expect when pursuing college

Stay in the loop with our Weekly Market Analysis! Catch up on the latest financial news and insights – don't miss out! 📈 https://lnkd.in/gnRyZ-hq #StockMarket #MarketTrends #EliteFinancialNetwork

When working with our clients, one of our biggest focuses is on behavioral coaching. This article from Forbes touches on a really important topic - attaching your financial movement to your desired financial outcomes. Read more about how you can go from "going through the motions" to feeling empowered!

In short, yes! It is possible to retire at 60 with $1M. That being said, there are some factors you will have to weigh to understand if it is enough for you: 🏝️ Lifestyle can affect how much you'll need in retirement 🏠 Your mortgage, rent, or other housing expenses will also affect this number 🍎 Your health and healthcare needs will also play a part To understand your retirement number, reach out to our team today for a personalized plan that can help you maximize the assets you have now!