Elevation Wealth Partners Fan Fest – May 2017
On behalf of the entire Elevation Wealth Partners team, we wanted to thank all (60+) of you who came out and made our Fan Fest Luncheons a success. Based on feedback from our earlier survey, we wanted to do something that was fun, educational, and allowed clients and guests to share ideas and get to […]
Technology Resources and Applications to help us live longer and better
At our Elevation Wealth Partners Fan Fest client luncheons in May, we discussed how technology is changing the way we live, age and engage with the world through retirement. Click here: Technology Resources and Applications
Elevation Wealth Partners sponsors the Cancer Support Community’s Annual Hope Walk
Elevation Wealth Partners is not only committed to improving the lives of our clients, but also the world around us. Every year the firm donates a considerable amount of our time and money to local and international causes. 2016 was particularly tough year for the Mendelson Family as Barry’s mother-in-law Cathy Owles lost her two-year […]
March 2017 Newsletter: Three investment trends that will change your life… for the better.
In this newsletter, we discuss three topics and trends that could have a big impact on your financial well-being. 1. How much should we be saving each year? A simple rule of thumb is that by age 35 you would have saved at least 1 times (X) your current salary, then 3X by 45, 5X […]