Now that the markets and economy has stabilized and estate sizes may have changed, as well as the...
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Four Tax Strategies To Have In Place Before Retiring
Charles R. Elhoff, Jr
November 12, 2022
To somewhat alleviate and help one overcome the “surprises” in retirement, let me suggest 4 tax strategies to have in . . .
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Your Financial Review – Three Areas To Be Addressed
Charles R. Elhoff, Jr
November 1, 2022
A financial review should not be just about the performance of one’s portfolio. I know, that is all we really . . .
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Human Understanding
Charles R. Elhoff, Jr
October 26, 2022
As financial advisors and wealth managers, one might expect a preoccupation with money. But financial planning is a people business, . . .
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Reasons Not To Own Life Insurance
Charles R. Elhoff, Jr
August 24, 2022
I Have Other Financial Priorities This is understandable, but, where do those priorities rank when there is a loss of . . .
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Disclosures Disclosures Disclosures! Who Broke The Code?
Charles R. Elhoff, Jr
April 25, 2022
We individuals, including me, are inundated with disclosures from various financial institutions, including from my own firm. The disclosures are . . .
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SALARIES, COMMISSIONS, FEES…WHY?
Charles R. Elhoff, Jr
April 1, 2022
So much is written and advertised about compensation in all industries. At the bottom of all these discussions is the . . .
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WHAT NOW? 3 Occasions When Your Income Stops
Charles R. Elhoff, Jr
March 16, 2022
We all go about our merry ways, but I suggest we need to be cognizant that our income can stop, . . .
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Estate Plan for Me/Us? What Estate?
Charles R. Elhoff, Jr
December 19, 2021
The first time I heard the term “estate plan”, I was married with a baby and living in a rental . . .
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Evaluating Institutional Money Managers
Charles R. Elhoff, Jr
October 25, 2021
I am an engineer by education, with that I have certain quirks about how I evaluate various financial entities we . . .
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A Potentially Big Financial Mistake
Charles R. Elhoff, Jr
September 15, 2021
Failing to plan for long-term care, i.e., what type one might need, how long one may need it, and how . . .
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