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.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Tax preparation may be the perfect time to give the household budget a check-up.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Marriage changes everything, including your insurance needs.
Important items to consider when purchasing condo insurance.
Try these activities to keep your brain sharp.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much you have the potential to earn during your working years.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Agent Jane Bond is on the case, covering how bond laddering works.
$1 million in a diversified portfolio could help finance part of your retirement.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.