• Newsletters
  • Insights
  • Expertise
  • Ideas

Recent Articles

Many investors have added, or considered adding, digital currency to their portfolios. While it can be a good diversifier to stocks and bonds, there are risks, as with any investment. Before making any

Below, you'll find linked Elser Financial Planning's 2nd Quarter Newsletter.

Long-term care insurance can be a sound part of a financial plan, but do you need it? The answer to this question should be tailored to your unique situation and goals. Find Neal Templin's

With the market decline in February and March, investors with taxable investment accounts have had an opportunity to harvest investment losses that can offset future capital gains and ordinary income, potentially saving them

Warren Buffet issued good reminders to investors during Berkshire Hathaway’s annual shareholder meeting – don’t let fear control your investment decisions and don’t invest in stocks for short-term goals.  Similarly, Elser Financial Planning

“Now that the money’s gone, investors and regulators say there were red flags flying all around Bernard Madoff’s enterprise. Here’s how you can avoid potential scams. Imagine trusting your hard-earned money — such

Subscribe to EFP Insights

Find out why our #1 source of new clients is personal referrals.

Let’s Schedule a time to visit. No strings attached.