About Janae - BPetersonDesign

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So far Janae - BPetersonDesign has created 59 blog entries.

Celebrating 25 Years


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 ...

Celebrating 25 Years2023-06-23T15:08:06-06:00

2023 Mid-Year Market Update


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 ...

2023 Mid-Year Market Update2023-06-23T15:06:44-06:00

A Tale of Two Investors


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 ...

A Tale of Two Investors2023-05-22T09:44:45-06:00

Focus on What’s Important


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 ...

Focus on What’s Important2023-05-22T09:43:46-06:00

Annual Summer BBQ – 2022


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 ...

Annual Summer BBQ – 20222023-04-13T12:31:01-06:00

Making the Most of Your Social Security


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 ...

Making the Most of Your Social Security2023-04-13T12:30:21-06:00

How the Updated Retirement Laws May Affect You


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 ...

How the Updated Retirement Laws May Affect You2023-01-24T10:28:43-07:00

2022 Year in Review


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 ...

2022 Year in Review2023-01-24T10:28:13-07:00

Long Term Care and Your Options


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 ...

Long Term Care and Your Options2022-11-14T09:57:34-07:00
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