Review & Commentary

Market Review Slides – 3rd Quarter 2024

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Barry Mendelson, CFP® October 17, 2024

Review & Commentary

Market Trends to Milestones: Elevation Wealth Partners Quarterly Update

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Barry Mendelson, CFP® July 10, 2024

Articles

Navigating Obamacare: A Guide to Affordable Healthcare Coverage

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Barry Mendelson, CFP® July 9, 2024

Review & Commentary

Market Review Slides – 2nd Quarter 2024

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Barry Mendelson, CFP® July 8, 2024

Newsletters

Homeowners Insurance Premiums May Be Topping Out

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Barry Mendelson, CFP® June 14, 2024

Newsletters

Ten signs you might be ready to retire.

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Barry Mendelson, CFP® June 14, 2024

Newsletters

Empowering Seniors: Navigating Care Resources

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Barry Mendelson, CFP® April 11, 2024

Newsletters

Quarterly Investment & Economic Review

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Barry Mendelson, CFP® April 11, 2024

Newsletters

What your Elevation Wealth Partners team is enjoying

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Barry Mendelson, CFP® April 11, 2024

Articles

Market Review Slides – 1st Quarter 2024

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Barry Mendelson, CFP® April 8, 2024

Articles

Age Milestones: Unlocking Financial Opportunities on the Road to Retirement

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Barry Mendelson, CFP® March 12, 2024

Articles

5 Financial Planning Tips for Welcoming a Baby

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Barry Mendelson, CFP® March 12, 2024