Blog

In this Let’s Get Personal post, we'll explore a powerful tool in the investment world: Tax Loss Harvesting. As a savvy investor, you're always looking for ways to maximize your returns and minimize your tax bill. Tax Loss Harvesting is one

In this Let’s Get Personal post we navigate the benefits of utilizing a donor advised fund for charitable giving. Many of us have charities near and dear to our hearts that we want to support. There are so many benefits to supporting...

In this issue of Let’s get personal we tackle HELOC (Home Equity Lines of Credit) and PLOC (Personal Lines of Credit). First let’s talk basics, if you own a home one of the biggest perks is the ability to build equity over time.

On August 24, 2022, President Biden announced plans to offer student loan forgiveness to selected individuals. Below is a summary of the executive action that the Biden Administration plans to effectuate. It’s important to note that...

In this Let’s Get Personal post we venture into the bond pool, specifically Series I Savings Bonds. Let’s talk about what they are and why you might want them on your Balance Sheet.

As ELEMENT has evolved so must our brand. Our new look and feel is a reflection of the ELEMENT Experience and commitment to staying at the forefront of technology and financial wellbeing. This Experience reflects how we inspire the...

As we enter the second half of the year, the outlook might appear grim at first glance. Covid-19 continues to spread, both here and worldwide. Inflation remains close to 40-year highs, and the Federal Reserve (Fed) is tightening...

From the hope that came with reopening to the disappointment of another COVID-19 resurgence, 2021 is panning out to be another roller-coaster year. With the fourth quarter upon us, one routine remains consistent: it’s time to start...

Are you worried about the rising cost of education? 529 plans can be powerful college savings tools when you understand how to take full advantage of them.

It is our great pleasure to share that our very own JoanAnn Natola has had the privilege of being nominated for the #NAPA #TopWomenInRetirementAdvisor. This is NAPA's seventh annual list of top women retirement plan advisors...

It is our great pleasure to share that our Group Benefits Associate, Jennifer Lawrence has been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies®, the standards-setting body for...

Halfway through 2021, we can finally see the light at the end of the pandemic tunnel. There has been much progress with public health and the economy. Vaccines have controlled the virus and brought new case growth down to pandemic lows.