Ellowitch 3 LLC

06/10/2022

A big windfall comes with lots of opportunities -- and oftentimes, lots of challenges. Those who are in a position to leave a financial legacy to their family often don't want to share the actual numbers with their families. But, just as people can prepare their wealth for their heirs through proper estate and tax planning -- it is so important to prepare your heirs for the wealth they will inherit some day.

Coming into sudden wealth can create emotional and financial challenges for people who have not had a lot of money in their lives.

06/01/2022

Interesting and important information for those making a the decision about how to use their pension. Usually, pension decisions have no mulligans so its important to understand how your decision fits with your overall retirement income plan. We help pension eligible retirees with these decisions all the time.

As interest rates continue to climb, it's worth considering how that may impact getting your benefits as a lump sum instead of an annuity.

01/06/2022

Check out these key 2022 dates for retirees

Missing an important deadline can sometimes mean a financial hit. Here is a checklist of what you need to do and when to avoid any potential issues.

12/17/2021

4 real estate tax tips to consider in 2022

Are you gearing up for the 2022 tax season? If so, you don't want to miss out on these tax benefits.

11/19/2021

Adding a variable universal life insurance policy to your financial plan offers tax-advantaged protection that can help protect the legacy you’ve built. https://visit.lfg.com/3vxEOoo

11/16/2021

Addressing your financial stress head-on with actionable goals is the best way to help minimize it.

A little stress is a good thing. It keeps us on our toes, challenges us to improve and can even lead to healthier brain function. A life without any stress at all would be pretty boring. But when i…

10/15/2021

Whether you're close to retiring or just looking for how to plan for the future, here are some key steps to keep in mind.

These five moves could mean hundreds of thousands of dollars in extra income over the course of your retirement.

10/12/2021

The more open and communicative a family is when planning for the future, the less stressful it can be.

When there is a large inheritance at stake (or even when there isn’t), it’s a great idea to get everyone on the same page. A family meeting can make that happen, and it can even be enjoyable.

09/08/2021

Focusing on the essentials can help lead to a happier lifestyle.

You’ll be happier now and in the future if you establish healthy habits, like getting more sleep and managing stress.

08/12/2021

Great gig for someone looking for some extra part time administrative work.