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Blog2020-08-26T09:26:30-07:00

The Power of a Financial Plan

May 15th, 2024|

As your trusted advisors, we want to emphasize the importance of financial planning in securing your future and achieving your long-term goals. Financial planning is not just about managing your investments; it's a comprehensive strategy tailored to your unique circumstances, goals, and risk tolerance. At ...

Money Tips From The Wealthy

May 15th, 2024|

In the pursuit of financial success, it's valuable to learn from those who have already achieved it. Here are some insightful money tips gleaned from millionaires that can help guide your financial journey: Live Below Your Means: Prioritize saving and discernment in spending. This allows ...

8 Healthy Financial Habits

April 22nd, 2024|

By creating healthy financial habits, you can help reduce financial stress, increase financial security, and enhance peace of mind. Here are eight important habits to help you rest easy with the knowledge that you are financially secure. 1. Live Within Your Means Spending less than ...

January 2024 Economic and Market Update

February 5th, 2024|

Tune in to hear founder, Jim Elder, share updates about ElderAdo's new building and a few items about Charles Schwab. Nathan Manes, one of our financial advisors, shared about what happened in 2023 including major events, interest rates, market recap, Bitcoin, managing ...

2024 Tax Numbers

January 5th, 2024|

With 2024 upon us it’s important to be armed with the most up-to-date information. Here is a handy sheet with all kinds of key financial numbers that can help you determine what your tax bracket is, contribution limits, and even Medicare deductibles. ...

Is Home Improvement Worth It?

November 13th, 2023|

The National Council on Aging recently shared a story about a scammer who targeted a homeowner in Massachusetts. The victim alleged that a contractor damaged his home’s foundation and didn’t return to finish the work—even after taking thousands of dollars in payments. Since 2007, 109,000 home ...

October 2023 Market Update

November 13th, 2023|

Tune in to our fall seminar to hear about ElderAdo's building plans, 2023 So Far, and Plans for the Future. We will also be diving into hot topics such as artificial intelligence, government spending, inflation, interest rates, digital currency, Charles Schwab merger, bank failures, volatility, ...

Celebrating 25 Years

June 23rd, 2023|

We have been in business as fiduciary advisors for 25 Years! In 1998, Jim and Janet Elder founded a registered investment advisor firm that is now known as ElderAdo Financial. The original firm was located in Arvada, Colorado and this is where the business ...

2023 Mid-Year Market Update

June 23rd, 2023|

by Daniel Carnes We all know that 2022 was a difficult year. The 10-year U.S. Treasury Bond had its worst performance since 1788, and the stock market was in a downturn. Most of the pain was caused by the Federal Reserve’s interest rate hikes to ...

A Tale of Two Investors

May 22nd, 2023|

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 ...

Focus on What’s Important

May 22nd, 2023|

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 ...

Annual Summer BBQ – 2022

April 13th, 2023|

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 ...

Making the Most of Your Social Security

April 13th, 2023|

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 ...

How the Updated Retirement Laws May Affect You

January 24th, 2023|

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 Year in Review

January 24th, 2023|

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 ...

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