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Elevated Wealth Blog

At Elevated Wealth Management, we want our clients to feel comfortable and confident throughout the decision-making process. However, we understand financial jargon often gets in the way of understanding. That’s why we created this blog: to break that barrier.

Read and watch our latest posts below. Then, check back weekly for more news you need to know.


A different perspective on the coronavirus

March 6, 2020

This Valentine’s Day: Retirement Planning for Couples at Every Stage of Their Financial Life 

February 14, 2020

Americans are living longer. There’s a 1 in 3 chance that one member of a couple will live to at least age 95, according to the EBRI. That means they need to plan for a retirement that could last 30 years or more. But nearly half of pre-retirees (48%) say their only source of retirement…

RMDs: When Do I Have to Take One and How Do I Calculate It?

January 10, 2020

The rules on when retirees must take required minimum distributions (RMDs) changed as of Jan. 1, 2020, thanks to the SECURE Act, which was signed into law on Dec. 20, 2019.  Under the old rules, anyone with money in an IRA was forced to take an RMD every year starting at age 70½. The SECURE Act now delays…

Market Trends to Watch

December 27, 2019

Market Trends to Watch The investment world is like the weather: constantly changing. Financial vehicles are tweaked and improved upon, particularly when there are changes to tax law or compliance rules. The world of finance is fluid, and so are we. As our lives evolve, it’s important to review and sometimes make adjustments to our…

Pay for Only as Much Retirement Advice as You Need

November 7, 2019

Broker? CFP? Robo-adviser? Finding the right level of service is key to getting the right help, at the right price. Here’s how to evaluate your needs and the cost involved. When it comes to investing, you could always go it alone. Plenty of people do. Perhaps it’s because they’re so confused about how to get…

Eric Fritts

November 5, 2019

Eric Fritts talks interest rates


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Eric Fritts

By webteam | Nov 5, 2019

Eric Fritts talks interest rates

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