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.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Second marriages are a trigger event to revisit any existing estate strategies.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Here are 4 great, and sometimes unexpected, places to raise a family.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Ascertaining the value of your business is important for a variety of reasons.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much income may be needed at retirement to maintain your standard of living.
Enter various payment options and determine how long it may take to pay off a credit card.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Learn how to harness the power of compound interest for your investments.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
If you died, what would happen to your email archives, social profiles and online accounts?