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Archive for Category: Vanessa McElwrath

HomeVanessa McElwrath

Recent Posts

3 Financial Housekeeping Tips to Start 2021 + 1 bonus tip
2020 in Review: A Look Back on an Extraordinary Year
Create a good financial plan, then take comfort in it
Retirement Plans Don’t Just Benefit Your Current Employees
2020 Financial Planning Tips, Year-End and Beyond

13Jan

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Vanessa McElwrath, CFP®, CPA

2020 in Review: A Look Back on an Extraordinary Year

News, Vanessa McElwrath

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26Oct

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<img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' src='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g' srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' class='avatar avatar-20 photo' height='20' width='20' loading='lazy'/>

Vanessa McElwrath, CFP®, CPA

What’s Up (or Down) with Value?

News, Vanessa McElwrath

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A white and green puzzle with a piece labeled “financial” and a space labeled “planning.”

22Apr

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<img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' src='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g' srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' class='avatar avatar-20 photo' height='20' width='20' loading='lazy'/>

Vanessa McElwrath, CFP®, CPA

Smart Financial Planning Tips in the Times of COVID-19

News, Vanessa McElwrath

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13Mar

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<img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' src='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g' srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' class='avatar avatar-20 photo' height='20' width='20' loading='lazy'/>

Vanessa McElwrath, CFP®, CPA

The Coronavirus and Market Declines

News, Vanessa McElwrath

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14Feb

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Vanessa McElwrath, CFP®, CPA

Financial Markets and the Coronavirus

News, Vanessa McElwrath

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A white house with a white picket fence.

10Feb

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Vanessa McElwrath, CFP®, CPA

Estate Planning 101

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27Jan

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Admin (Staci)

2020 Annual Letter to Our Clients

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12Dec

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Vanessa McElwrath, CFP®, CPA

A Season of Giving

News, Vanessa McElwrath

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11Nov

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<img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' src='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g' srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' class='avatar avatar-20 photo' height='20' width='20' loading='lazy'/>

Vanessa McElwrath, CFP®, CPA

Tax Planning Tips for Year-End

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Couple sitting on picnic chairs in the sunset discussing aging and finances.

07Oct

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<img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' src='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g' srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' class='avatar avatar-20 photo' height='20' width='20' loading='lazy'/>

Vanessa McElwrath, CFP®, CPA

Helping Aging Parents with Money and Finances

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