Elder Wealth Management, LLC

Elder Wealth Management, LLC At BrightPoint Financial LLC, we strive to create a personalized financial roadmap that may guide you toward your desired destination.

Every person is unique and has their own definition of financial independence which means no one strategy fits all. Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Investment advisory services offered through Cetera Investment Advisors. Cetera is under separate ownership from any other named entity. Securities registration varies by state.

If you don’t have an estate strategy, here's some reasons why you should.
07/17/2026

If you don’t have an estate strategy, here's some reasons why you should.

Do you have an estate strategy? You should.

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over...
07/15/2026

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over the same time horizon.

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

Want to know if you or your loved ones will be affected by the new Social Security Fairness Act? Read more about these i...
07/13/2026

Want to know if you or your loved ones will be affected by the new Social Security Fairness Act? Read more about these important changes and what they mean for retirement strategy.

Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:
07/10/2026

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/09/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers.

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read mor...
07/08/2026

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read more now.

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot o...
07/06/2026

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot opportunities to do more with what you have.

Track your monthly income and expenses to get a clearer view of your cash flow.

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.
07/03/2026

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

Feel empowered with this step-by-step guide to reviewing your life insurance needs.
07/01/2026

Feel empowered with this step-by-step guide to reviewing your life insurance needs.

Learn how the review process works and how it may help you better understand your Life Insurance.

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debt...
06/29/2026

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

Estimate how much home may fit within your budget based on income and expenses.

Address

29 S. Webster Ste 300
Naperville, IL
60540

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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