EAG Financial & Insurance Services
Welcome to our Web home!
We invite you to look around our web home and take advantage of the wealth of information we have provided for you. Our belief is that the first step in the financial planning process is education and we hope our website becomes a valuable resource for you and your planning needs.
At Elite Advisory Group, we are here to help you on your financial journey. We are believers in life-stage planning and whether you are planning for your first child or your 15th grand-child we want to be there to help you every step of the way. We specialize in retirement planning, college funding, risk management and estate planning.
We are proud to be a part of the Huntington Beach and greater Orange County community. Our staff is all SoCal natives and we have deep community roots here in HB and OC.
Please take a moment to browse our site and learn more about our team and our financial planning process. If you have any questions, please give us a call, shoot us an e-mail or drop by our HB office. We look forward to seeing you soon.
Kalem Mackey
President
p.s. Don't forget to bookmark this page!
Newsletters
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Will You Work Beyond Traditional Retirement Age?
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
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Tax-Loss Harvesting Offers Chance at Silver Lining
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
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A Mortgage Recast Is an Alternative to Refinancing
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
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Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?