Category Archives for Financial Education

How To Pay Off Credit Card Debt

Getting out of debt is an important component to get yourself in a solid financial position.  Having a structured disciplined approach can help you get out of credit card debt (and pretty much any type of debt) no matter how big your balance is.  If you only have one debt, your strategy is simple, pay […]

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Podcast: Do It Yourself Options

Meaning Of Money Podcast by Eagle West Group   Topic: Do It Yourself Options Michael Clarke and Eric Imley discuss the world of do it yourself options including Robo advisers, target-date funds and talk about the pros and cons of using one or the other.

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Teaching Inheritance Management To The Next Generation

Unfortunately, family wealth is not guaranteed to be passed down from generation to generation. In fact, studies show that family assets are lost from one generation to the next around 70% of the time. And 90% of the time, assets are gone by the third generation. This is often due to the fact that most […]

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Podcast: Couples & Money

Meaning Of Money Podcast by Eagle West Group   Topic: Couples & Money Let’s talk about how couples can get on the same page when it comes to their finances. Our guest is Jason Gipstein a marriage and family therapist. Jason will share his insights on how couples can improve the quality of their relationship […]

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Raising Girls to be Money-Wise Women

Like most parents I know, my wife Tracy and I divide up the many pieces of that puzzle called ‘parenting.’ Being the CFP® in the family, teaching our girls about money and finance falls firmly on my shoulders. When I first began to delve into this piece of our daughters’ education, I did my research. […]

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Why Being Too Conservative at Investing Can Prevent You From Having the Kind of Retirement You Want

Retirement is the ultimate goal for most people, most of us already have a vision early on of what we want retirement to be like for us.  Therefore, for years we strive and work hard at doing what we think are the “right things” that will put us in place of retiring when and the […]

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How To Avoid Being a Target

If I had a dime for every time over the course of my 27-year career I’ve heard the phrase “they don’t teach finance in school“ I’d be wealthier than I want to make my clients. This form of lament is especially common among high income earning professionals who quite commonly face unique sets of financial […]

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Strategies To Maximize Your Social Security Benefits

Your decision on when to retire and when to start collecting Social Security Benefits can greatly impact your retirement.  People are generally living longer today than they did before, which causes them to choose to work longer and delay retirement to save more money.  The age and method on when to start claiming Social Security […]

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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: […]

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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, […]

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Advisory services offered through EWG Elevate, Inc. dba Eagle West Group.

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