Elfenbein Wealth Management
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Consolidated content from our industry partners to guide through any stage of life. 

Let's Talk about it

caregivers

ABLEAmerica (pdf)Download
Tips for Caregivers (pdf)Download

Education savings

529 plans - Beyond the Basics (pdf)Download
10 Things Everyone Should Know - 529s (pdf)Download
Introduction to 529 Plans (pdf)Download
The ABCs of Education Savings (pdf)Download

retirement

Healthcare in Retirement (pdf)Download

tax planning

Tax Reference Guide (pdf)Download

wealth transition

Roth - Wealth Transfer Strategy (pdf)Download

 Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. 


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Cambridge and Elfenbein Wealth Management, LLC are not affiliated.


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