CEO & Founder of Elevation Wealth, a Holistic Financial Planning Firm
Greater Philadelphia Area
Joined July 2011
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What would you rather have: $500 today or a 50% chance at $2,000 tomorrow? Know your risk profile. #RiskTolerance myf.mg/gRUs
The market is as unpredictable as the weather. We’re here to help you prepare. myf.mg/gRiM
Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting? #PayOffMortgage myf.mg/gQIj
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement myf.mg/gQ8p
Investors were forced to navigate a tricky first quarter of 2023, having to contend with corporate earnings, shifting monetary signals, and troubles in the banking sector. elevationwealth.us/campaigns…
The choice of business structure is not a final decision. You may amend your business structure to your changing needs. myf.mg/gPzq
Stocks added to their early 2023 gains amid a busy stream of mixed corporate earnings results and conflicting economic data.The Dow Jones Industrial Average gained 1.81%, while the Standard & Poor’s 500 added 2.47%. The Nasdaq... elevationwealth.us/blog/week…
Where will your retirement income come from? Do you know all the choices available? myf.mg/gOYf
Marginal tax bracket and holding period affect capital gains taxes. Learn more. myf.mg/gOq3
The Consumer Price Index has shown low inflation since '09. Are your prices rising faster? #CostOfLiving myf.mg/gtn7
Consider preparing for 30 years in retirement. Are your assets ready? #IRAincome myf.mg/gNf5
🌕🔭 Don't miss the amazing planetary parade happening in the night sky this week! Look out for Mercury, Jupiter, Venus, Uranus, Mars, and the crescent moon. 🌟🌌🚀 #PlanetParade #NightSky #Astronomy livescience.com/5-planets-an…
This video asks the right questions about how you can save money for retirement without sacrificing your quality of life. myf.mg/gMFx
Have you used a junk-drawer approach to manage your investments? #InvestmentStrategy myf.mg/gM5n
Wholesale prices unexpectedly declined 0.1% in February, providing some relief on inflation concerns as retail sales also fell 0.4% for the month. CNBC has the details. #inflation #retailsales #wholesaleprices cnbc.com/2023/03/15/ppi-febr…
How many ways can you pay for college? Loans, grants, savings and investments, to name a few. #PayForCollege myf.mg/gLtL
Mortgage lenders consider many personal factors when deciding whether you can afford a home. #MortgageCalculator myf.mg/gv8V
The IRS adjusted long-term capital gains brackets for 2023, which can provide an opportunity to be in the 0% capital gains bracket. CNBC has the story: #Taxes #CapitalGains #TaxSavings cnbc.com/2023/02/15/heres-ho…
