Samantha Chadwell, Equitable Advisors Retirement Education Specialist

Samantha Chadwell, Equitable Advisors Retirement Education Specialist Take control of your businesses' future with an approach or plan designed to fit your specific needs or goals.

As your life evolves, so will your goals we will help you make smart choices for every chapter of your life. Elevate Financial Group is not owned or operated by Equitable Advisors or Equitable Network

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.
06/15/2026

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.

Keys to preparing to grow wealthy together.

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often...
06/12/2026

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by th...
06/10/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Check out LPL Financial Research's Weekly Commentary on the market: "Is Bad News Already Priced into the Bond Market?". ...
06/08/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Is Bad News Already Priced into the Bond Market?".https://static.fmgsuite.com/media/documents/999887cf-1fb3-42da-a4b2-ee341d256584.pdf

Estimate the total amount you may need saved to support your desired retirement lifestyle.
06/08/2026

Estimate the total amount you may need saved to support your desired retirement lifestyle.

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Women control \$10 trillion in financial assets. That figure is expected to rise to \$30 trillion by 2030.
06/05/2026

Women control \$10 trillion in financial assets. That figure is expected to rise to \$30 trillion by 2030.

Explore the growing influence women wield over the economy with this handy infographic.

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through ...
06/03/2026

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.

Calculate your required minimum distribution amount based on your account balance and age.

Check out LPL's monthly client letter. https://static.fmgsuite.com/media/documents/9037693b-288d-48ae-95e7-d83b5f6603fc....
06/02/2026

Check out LPL's monthly client letter.https://static.fmgsuite.com/media/documents/9037693b-288d-48ae-95e7-d83b5f6603fc.pdf

Check out LPL Financial Research's Weekly Commentary on the market: "Add Context, and Stock Market Valuations are Far". ...
06/01/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Add Context, and Stock Market Valuations are Far".https://static.fmgsuite.com/media/documents/53a69ec5-417f-4f30-b2d7-c3c22f440321.pdf

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.
06/01/2026

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.

A four-step framework for building a personal legacy.

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1543 Fairmont Avenue
Fairmont, WV
26554

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+13046121215

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