Products & Services |
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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Savings in Retirement
I'm retired, how long will my savings last?
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Savings Goals
How much should I save to reach my goal?
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Life Insurance
How much Life Insurance do I need?
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Spending Habits
How much am I spending?
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.