Our mission is to improve the lives of those we encounter by helping them to celebrate what's right with the world. David Elefant Wealth Management Group provides a Family Wealth Management service that is holistic, integrates taxation and investments as a core principle, and provides for a legacy which will live on for generations to come.
The structural diversity of the American family has never been so varied. We strive to understand the unique circumstances of each household in order to achieve near- and long-term goals.
Monitoring and managing existing investment portfolios can be challenging. Our clients understand the necessity to partner with a team they can trust to provide them with accurate financial information as well as timely advice in terms that they can act upon.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Being healthy not only makes you feel good, it may also help you financially.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Five creative (and inexpensive) ideas for motivating your employees.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
It may help your business be better prepared in the event of the death of a principal or key employee.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate your monthly and annual income from various IRA types.
Estimate how much you have the potential to earn during your working years.
This calculator demonstrates the power of compound interest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
When do you need a will? The answer is easy: right now.
What does your home really cost?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Are Real Estate Investment Trusts right for your portfolio?
There’s an alarming difference between perception and reality for current and future retirees.