Elliker Financial

05/26/2026

05/23/2026

Sometimes it’s beneficial to take a break and enjoy a movie on opening weekend. This is the way.

05/12/2026

Strategic Family Planning. That was the topic last night at Tel Hai Retirement Community. What do you want for the next generation of your family?

05/05/2026

One of my favorite photos! We love baseball and have a great time playing as the Plowville Orioles for Plowville AA. Come out and support little league baseball!

04/29/2026

Roth or Traditional? It’s a question we get a lot. It depends what your taxes are expected to be this year and in future years. Let’s chat!

04/21/2026

Yesterday I spoke with residents of Tel Hai Retirement Community about 2025 tax returns, what to double check, and pro-active things to do for 2026. One of the more common misses: if you did a QCD (Qualified Charitable Distribution), make sure you gave that information to your tax preparer. It doesn’t port over automatically.

04/16/2026

I am very grateful to my dear friend Dennis Karahalias who has mentored me and been a source of great ideas for this business. I got to visit with him and some of the residents at The Highlands at Wyomissing and give an update on the US economy and stock market. Thank you Dennis for being such an amazing friend!

04/15/2026

On Site at Tel Hai Retirement Community answering questions for residents. What a beautiful day to be out here!

04/13/2026

If your paycheck stopped tomorrow, how long could you maintain your current lifestyle?

The rule of thumb for an emergency fund is 3-6 months of expenses saved in liquid cash plus any other large expenses that are likely coming up in the next 12 months.