top of page

ELMORE FINANCIAL SERVICES

  • LinkedIn
  • Facebook

All posts

Blog

When Does a Roth Conversion Make Sense?

Oct 30, 2026

When Does a Roth Conversion Make Sense?

Video: When Does a Roth Conversion Make Sense?

View More

Why is Laddering a Smart Strategy for Your Finances?

Oct 16, 2026

Why is Laddering a Smart Strategy for Your Finances?

Video: Why is Laddering a Smart Strategy for Your Finances?

View More

What Can Indexed Annuities Do for You?

Sep 21, 2026

What Can Indexed Annuities Do for You?

What Can Indexed Annuities Do for You?

View More

Rolling Over a 401(k) From a Previous Employer

Aug 4, 2026

Rolling Over a 401(k) From a Previous Employer

Video: Rolling Over a 401(k) From a Previous Employer 

View More

Trump Accounts: A New Way to Give Your Kids a Real Financial Head Start

May 5, 2026

Trump Accounts: A New Way to Give Your Kids a Real Financial Head Start

If you’re a parent or grandparent thinking about your child’s long-term financial future, the new Trump accounts could be one of the most interesting tools to hit the market in years. They’re not a replacement for 529 plans or Roth IRAs, but they offer something unique: the ability to start serious, tax-advantaged investing the day a child is born—without needing earned income. Here’s the straight talk on how they actually work, where they shine, where they fall short, and—most importantly—how s

View More

Why Family-Owned Firms Often Serve Investors Better Than Big Corporations

Mar 17, 2026

Why Family-Owned Firms Often Serve Investors Better Than Big Corporations

For over half a century, Equity Financial Group has remained proudly independent and family-owned. In a world dominated by corporate firms and call centers, here’s why that difference matters more than ever — especially when it comes to your financial future.

View More
bottom of page