It's Your Future. Take Control.
When it comes to your investments and financial future, we believe there is no substitute for a well-thought-out and passionately disciplined, comprehensive plan.
Whether you are just starting to accumulate wealth, preparing for a major life transition or approaching retirement, sound decisions are vital in helping you pursue your goals and avoid the costly mistakes that can affect your future.
Begin your financial journey now with Elm Tree Capital—and take control of your future.
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Download Our Tax Reform Ebook!
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Do you have an estate strategy? You should.
The federal government requires deceased individuals to file a final income tax return.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
It's easy to let investments accumulate like old receipts in a junk drawer.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Do you have causes that you want to support with donations? Here are three tips.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
When do you need a will? The answer is easy: Right Now.