Retaining ManagementThis text will be replaced
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The Elm Group and Associates, LLC
Alex Lima
Licensed Agent
CA Insurance License 0I02315
Contact Us
The Elm Group and Associates, LLC
Alex Lima
Licensed Agent
CA Insurance License 0I02315
Contact Us
Calculators
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Current Retirement Savings
Are my current retirement savings sufficient?
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Retirement Income and 401(k)
How much retirement income might my 401(k) provide?
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Spending Habits
How much am I spending?
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Long-Term Care
How much do long-term care services cost?
Newsletters
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A Financial Wellness Plan Can Help Pave the Road to Retirement
This article outlines four elements of financial well-being and offers suggestions to strengthen financial wellness.