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Submission: On January 05 via api from US — Scanned from DE
Effective URL: https://www.ellis-grp.com/
Submission: On January 05 via api from US — Scanned from DE
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Toggle navigation Menu MENU * Home * Who We Are * Our Story * Our Team * Who We Serve * Our Clients * Client Commitment * What We Do * How We Can Help * Our Services * Resources * Resource Center * Tax Resources * Glossary * Contact CONNECTING PEOPLE TO THEIR FUTURE Learn More FINANCIAL PLANNING FOR THE LONG-TERM Learn More UTILIZING A COLLABORATIVE APPROACH Learn More GUIDANCE THROUGH LIFE’S MILESTONES Learn More OUR TEAM We leverage our experience and knowledge to help clients pursue financial independence. Working as a team, we believe a collaborative approach can yield greater results. COMPREHENSIVE SERVICES Offering complete financial planning services, we work with our clients to understand their unique needs and individual goals, developing a financial strategy tailor-made for them. CLIENT COMMITMENT We understand planning for the future can be intimidating. We strive to help our clients feel confident in their strategies, offering insight, education, transparency, and personal care. HELPFUL CONTENT A BUCKET PLAN TO GO WITH YOUR BUCKET LIST A bucket plan can help you be better prepared for a comfortable retirement. FIXED OR VARIABLE MORTGAGE, WHICH SHOULD YOU PICK? When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage. SECURE ACT 2.0: AN OVERVIEW The second iteration of the SECURE Act brings forward several changes to the world of retirement. * Articles * Calculators * Videos TYPES OF STOCK MARKET ANALYSIS Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each. MONEY THAT BUYS GOOD HEALTH IS NEVER ILL SPENT It's important to make sure your retirement strategy anticipates health-care expenses. ARE YOU PREPARED FOR AN ESTATE TAX SUNSET? The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold. QUESTIONS TO ASK ABOUT MEDICARE Take the guesswork out of your IEP or SEP with this helpful article. HELPFUL RETIREMENT STRATEGIES FOR WOMEN Learn how to address the challenges that women face when planning for retirement. WHAT DO YOUR TAXES PAY FOR? Here's a breakdown of how the federal government spends your tax money. VIEW ALL ARTICLES CAN I REFINANCE MY MORTGAGE? This calculator can help determine whether it makes sense to refinance your mortgage. HOW COMPOUND INTEREST WORKS Use this calculator to better see the potential impact of compound interest on an asset. COMPARING INVESTMENTS This calculator compares the net gain of a taxable investment versus a tax-favored one. ANNUITY COMPARISON This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year. HOME MORTGAGE DEDUCTION Use this calculator to assess the potential benefits of a home mortgage deduction. PAYING OFF A CREDIT CARD Enter various payment options and determine how long it may take to pay off a credit card. VIEW ALL CALCULATORS WHEN MARKETS REACT When markets shift, experienced investors stick to their strategy. TUNING YOUR SOCIAL SECURITY BENEFIT When should you take your Social Security benefit? CHOOSING A MORTGAGE Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions. IT WAS THE BEST OF TIMES, IT WAS THE WORST OF TIMES All about how missing the best market days (or the worst!) might affect your portfolio. SHOULD I INVEST IN GOLD? Learning more about gold and its history may help you decide whether it has a place in your portfolio. THE OTHER SURE THING Though we don't like to think about it, all of us will make an exit sometime. Are you prepared? VIEW ALL VIDEOS NEWSLETTER Name Email Address Subscribe Thank you! Error processing your request. Please try again at a later time. DOWNLOAD OUR APP iPhoneAndroid UPCOMING EVENTS Register Osaic Form CRS Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. The Ellis Group, Inc - 541 S Cobb Street Suite 205, Palmer, AK 99645 We are licensed to sell Insurance Products in the state of Alaska. We are registered to to sell Securities in the following states: Alaska Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. Privacy Policy CONTACT The Ellis Group, Inc Office: 907-746-7526 Fax: 907-746-6678 541 S Cobb St Ste 205 Palmer, AK 99645 sellis@ellis-grp.com QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators