Elk Pointe Capital

05/29/2026

👀📊Check out the potential benefits of starting early and saving consistently. With a 529 plan, even modest monthly contributions can grow significantly over time.

Here are a few points to consider:
📚 529 plans are an effective college savings vehicle with potential tax advantages.
📚Any family member can contribute or even set up a plan (Grandparents love this!).
📚Withdrawals for education expenses are federally and usually state tax-free.
📚Under certain conditions, some funds can now be rolled over into a Roth IRA.

Starting early can make a big difference!

05/25/2026

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They will always be remembered. Wishing you and your loved ones a peaceful Memorial Day holiday.

05/10/2026

Honoring the ones who make it all possible. Happy Mother’s Day. 💕

05/08/2026

Trying to save money? Cutting the wrong corners could cost more over time.

✨Delaying home or car maintenance can lead to much larger bills later.
✨Protect what matters: Cutting insurance coverage to lower premiums may create major financial risk.
✨Know when help pays off: Tax, legal, and financial professionals may help you avoid costly mistakes.

Learn 5 ways extreme cost-cutting can backfire: https://bit.ly/42kNWz8

Cutting costs can backfire. An expert explains how extreme frugality hurts your net worth, limits growth and exposes you to costly risks over time.

05/01/2026

Are you accidentally planning for a retirement that's too short? New research says most Americans are. Here's what to consider:

Know the real numbers.The average 65-year-old woman lives to 87; a man to 84, and there's a 30–40% chance of reaching 90.

Longevity drives savings behavior.Those who expect a 30+ year retirement are twice as likely to save regularly compared to those who expect fewer than 10 years.

Aim for 15%.Including any employer match, that's the savings target, yet many short-horizon save just a fraction of what experts recommend.

Read the full breakdown so you can plan for the retirement you'll actually have: https://bit.ly/48kFzXK

04/22/2026

Behind every great team are amazing assistants.

Happy National Assistants Day, Sandye & Gracie! 🌟

04/15/2026

Tax Day isn’t the finish line—it’s a starting point.
Now is the time to turn insights into strategy for the year ahead.

04/05/2026

It’s 10 days until Tax Day. A busy person like you might find themselves filing your taxes in the final stretch for many reasons. Don’t sweat it! Get your paperwork together, talk to your trusted tax professionals, and remember that filing for an extension is possible before April 15th!

04/03/2026

04/01/2026

Growing older without a spouse or children doesn’t mean aging unprepared. “Solo agers” are planning their next chapter with intention:

🧭 Make a plan early: Decide where you want to live, how you’ll spend your time, and what kind of support you may need down the road.

🛡️ Line up future support: Have a plan for care if your health changes so you’re not forced into last-minute decisions.

🤝 Stay connected on purpose: Choose a lifestyle that makes it easy to build friendships, stay active, and feel part of a community.

Learn how more older adults are turning independence into a plan, not a problem: https://bit.ly/417NfbF