Category Archives for Financial Education

Our Top 22 Ideas for Saving Money NOW!

Whether you are trying to reduce your monthly expenses or save for a major purchase, there are times when we all need to save more money. Here are some savings strategies to consider. Control Daily Spending Your everyday spending decisions can add up in ways you may not expect. Common behaviors that cost money include: […]

Read More »

As a partner, will I get Social Security when I retire? And if so, how much?

If you’re confused about Social Security, it’s no wonder. It’s about as clear as mud for most people, and the partnership structure can make it even more so. While most people are able to see exactly how much they contribute to Social Security on their W-2 each year, like partners at many other large partnerships, […]

Read More »

9 Steps To Eliminating Financial Stress

Financial stress and anxiety affect millions of people. Most of the stress we deal with during our adult life is sometimes caused by financial-related issues. The reasons for financial stress differ from person to person, but it is important to remember that worry won’t solve anything; taking action to alleviate financial woes, however, does. Here […]

Read More »

3 Simple Lessons For A Better Financial Future

Eagle West Group

No matter how young you may have been when you started (properly) managing your personal finances you likely wish you had started sooner. If you have a son or daughter, grandchildren, or nieces and nephews — chances are they all need financial guidance. Financial planning skills are not taught in elementary school. For most Americans […]

Read More »

3 Good Reasons You Shouldn’t Skimp on Your Financial Education

As you review your personal finances and take stock of your investments don’t forget to assess the value of your own financial education. Sure, you have a knowledgeable financial advisor who handles all of that for you, but your own personal understanding of finances can help you make better, more informed decisions, or at least […]

Read More »

Budgeting Effectively, the Foundation for Financial Wellness

Budgeting effectively is an imperative skill to have, in fact, it is the foundation for overall Financial Wellness, and a fundamental piece in achieving financial freedom preserving your wealth.  However, recent studies have demonstrated that only 1 out of 3 Americans create a budget every month. It is not an easy task, but it also […]

Read More »

Talking to your kids about finance while avoiding an Eyeroll

As parents part of our job is to teach our kids how to be successful in life the best we can. This often includes having discussions about important issues and there may be nothing more important than the subject of money and finance. This can often be difficult since many us weren’t given much information […]

Read More »

GOP 2018 Tax Plan

The GOP released a detailed version of their tax plan much of which is set to start in 2018. Of course, this is not law as the bill needs to be passed by House, Senate, and President. The Bill is a working document at this point. However, some of the changes are very significant and […]

Read More »

Growing Up – Childhood and Beyond

As your child grows, each stage has distinct costs. There are certain costs that can be expected over the first few years of a child’s life. However, it’s the additional costs as well as “indirect” costs related to raising kids that can be overlooked.

Read More »

A Savings Strategy for Your Estimated Tax Payment

At Eagle West we’re constantly engaged with other professionals to help better serve our KP Physician clients. We frequently meet with tax professionals and accountants and at a recent meeting we learned a very interesting strategy for saving toward your estimated tax payments.

Read More »

Check the background of this investment professional on FINRA's BrokerCheck

Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Elevate and Eagle West are not affiliated with Cambridge.

This communication is strictly intended for individuals residing in the states of AK, AZ, CA , CO, FL, GA, HI, ID, MD, MI, MN, MO, MT, NV, NY, OR, TX, UT, VA, and WA.
No offers may be made or accepted from any resident outside the specific states referenced.

This represents a partial list of clients. They have not been compensated and were not selected based on duration, performance, account size.