Eleni Patel - Infinity Strategic Partners, LLC

10/31/2025

Gen Z’ers (born 1997 to 2012) have popularized the concept “Revenge Savings.” It’s the idea of stockpiling money to prepare for economic uncertainty, including a cooling job market. It’s about cutting monthly spending by eating out less, avoiding high-priced retail outlets, and showing more self-control when it comes to impulse spending. Baby Boomers (born 1946 to 1964) refer to it as “tightening your belt.” And the Silent Generation (born 1928-1945), who lived through the Great Depression, has always been known for saving money.

Finance.yahoo.com, July 14, 2025. “What is ‘Revenge Saving,’ and should you hop on the trend?”

04/20/2025

05/21/2024

Last week we hosted a group of powerhouse women to discuss planning for the next chapter, financial independence and strategies to get us there. Loved the energy in the room!

04/25/2024

As women, we face unique challenges when it comes to investing and financial planning. Check out our latest article, "Taking the Reins," for valuable advice on you may create a stronger financial plan and secure your future. Remember, you are the CFO of your life. So, let's strive to be the best one we can be!

Until quite recently, personal investing and financial planning were largely the domain of men. Today, women are increasingly college-educated, make up a larger part of the workforce, and are in control of more money and assets than ever before. At some point in their lives—if not throughout—the...

02/16/2024

Click below to check out resources to help you understand and navigate today’s market and economic landscape.

The Magnificent Seven group of stocks features large tech companies that drove the S&P 500 in 2023. Some expect market performance to broaden in 2024.

02/14/2024

I had a great time connecting with a powerhouse group of business women from lawyers, recruiters, therapists, doctors, interior designers and many more. Thank you ALR Virtual Services for bringing us together.

12/21/2023

As parents, we have the power to shape our children's future. By teaching them about money management, budgeting, and saving, we can equip them with invaluable skills that can serve them well throughout their lives. Learn more about how you can teach your kids good financial habits. Follow me for more great tips on financial planning.

Despite the fact that school districts and educators are working hard to keep children engaged and learning, money management is rarely part of the curriculum. Now is a great time to add financial literacy to your kids’ lesson plans to help them build strong financial futures.

12/05/2023

As we approach the end of the year, now is the perfect time to assess your financial goals and create a solid plan or make any necessary changes to your current plan.
- Do you have a clear understanding of your current financial standing?
- Are you maximizing your retirement contributions?
- Have you considered some of the tax efficient strategies that might be available to you?
I can help. Reach out to me today to get started.

10/24/2023

Investing in your child's future can be smart, but it's essential to do it purposefully. By starting early and consistently investing for the long term, parents can help their children achieve a student debt-free future, comfortable homeownership, and options in retirement. You can read this article to learn about three investment options for generational wealth. Let's invest in our children's future and give them the confidence and skills to build wealth for themselves and their future generations.

Happy young family getty Many parents are looking for ways to give their kids a bright future. While money can’t necessarily buy happiness for our

09/12/2023

In this Wall Street Journal article, Nick Lane discusses the importance of designing a financial plan that can withstand different scenarios and safeguard what you’ve accumulated, particularly in times of economic and geopolitical uncertainty. Let’s discuss the options.
https://eqtble.co/3td9X1Y

09/05/2023

We had an engaging Women Talk Finance workshop with the women's group at Morningstar this week. What a cool office! It was great to meet the women of Morningstar and hear about their careers and goals for financial planning.

08/25/2023

Purpose is what drives us in our daily lives. Read how talking to an advisor can help you be the difference you want to see in the world.

Family walking home from the sandy beach on Kefalonia Island (Avithos). Footsteps in the sand at sunset. getty Recently, I had an opportunity to