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 […]Read More »
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 […]Read More »
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 […]Read More »
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 »
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 »
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 »
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 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 »
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 »
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 »
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.