Elefante Financial Services

10/16/2026

Medicare Open Enrollment is open!! From now until December 7, you can review your Medicare coverage and make changes to better suit your needs. Don't miss this opportunity to ensure you have the right plan for the upcoming year.

10/13/2026

This week's Weekly Market Commentary examines how steady bank lending, rising business loan demand, and improving credit conditions suggest companies remain confident enough to invest in growth despite higher interest rates.

LPL Research examines how steady bank lending, rising business loan demand, and improving credit conditions suggest companies remain confident enough to invest in growth despite higher interest rates. The commentary highlights resilient commercial lending activity, narrowing credit spreads, and the....

10/12/2026

“Pressure is a privilege, it only comes to those who earn it” – Billie Jean King

10/09/2026

A good financial plan includes a tax strategy. Small decisions made throughout the year can have a lasting impact on your overall financial picture. Reach out if you have questions about your tax strategy!

Pay too much in taxes and you’re giving Uncle Sam an interest-free loan; pay too little and penalties can follow. There are workarounds, so here’s what taxpayers should know.

10/07/2026

In this week's Weekly Market Commentary, LPL Research examines rising government debt costs, Treasury market stress, and what investors should watch as higher rates reshape the fiscal outlook.

LPL Research explores how higher interest rates, growing federal debt, and increased Treasury refinancing costs are putting pressure on the U.S. fiscal outlook and contributing to stress in the Treasury market. While warning signs are emerging, the commentary argues that current conditions do not ye...

10/05/2026

“Toughness is in the soul and spirit, not in muscles.” – Alex Karras

10/02/2026

As we celebrate Financial Planning Month, it's a great time to consider the value of professional guidance!

📹 Watch this video to learn how partnering with a financial professional can help you create a strategy, stay accountable, and navigate life's financial milestones with confidence.

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

10/01/2026

October is Financial Planning Month! 🍂

As the year begins to wind down, it's a great time to check in on your finances, revisit your goals, and make any adjustments before year-end. Your future self will thank you.

09/30/2026

This week’s Weekly Market Commentary discusses the market's growing "wall of worry", including geopolitics, higher rates, and AI spending concerns, and why a strong economic and corporate backdrop still supports a constructive long-term outlook for stocks.

This week’s Weekly Market Commentary discusses the market’s growing “wall of worry,” including geopolitical tensions, higher interest rates, and uncertainty surrounding AI-driven spending. While these risks could spark near-term volatility, the commentary explains why a supportive economic a...

09/30/2026

Strategy Season isn't just for the football field. As year-end approaches, now is the time to review your tax situation and explore planning opportunities before December 31 arrives.

Small adjustments today, from retirement contributions to charitable giving and tax withholding, can make a meaningful difference when tax season rolls around.

A winning strategy starts with knowing where you stand. Get prepared for the 4th quarter now!

Although tax planning is a year-round process, the last few months of the tax year present a unique opportunity to estimate your tax situation while you still have time to take actions that might help you minimize your tax liability.