EFP INSIGHTS
- Thoughtful
- Inspiring
- Insightful
- Idealistic
Recent Articles
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
“In a time of market turbulence, with stocks losing altitude, it’s only natural to feel compelled to buy and sell according to your own forecasts of whether a stock — or the market
“One of the biggest mistakes long-term investors make is getting out of the stock market at the wrong time. We’ve all heard the saying “buy low, sell high,” but mom-and-pop investors have a
Find out why our #1 source of new clients is personal referrals.
Let’s Schedule a time to visit. No strings attached.