Category Archives for Financial Education

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.

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How to Lower Your Debt

We often have conversations with our client’s children, who are transitioning out of school, on how to get a grip on their student loans. Similarly, we frequently see households developing lifestyles above their financial means.

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Credit vs. Debit Cards

Credit and debit cards look alike, and they are used in virtually identical ways. But there are some significant differences that make them both important tools to have in your financial toolbox. By definition, spending with a credit card means you are spending money you don’t have – it’s a loan. Many people use credit […]

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Regular Exercise Linked to Success in Life

It should be no surprise to hear that exercise is the cornerstone of a healthy lifestyle. With the help of a balanced diet, exercise can help you achieve personal fitness goals, whether you want to lose those extra pounds before swimsuit season or get the six-pack abs you’ve always wanted. But, the list of positive […]

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How to Track the Performance of Your Investment Portfolio

The return of your investment portfolio is an important matter. However, when tracking that performance, you need to set the right expectations. There is no general standard that all of the investments will return a specific percentage each year or that they will behave the same.  Performance standards are moving targets and it’s important to […]

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Financial Education – Empowering Women

The traditional female role has drastically changed in the last decade. More and more women work outside the home, and are becoming the primary wage earners in their households. Many women are choosing not to marry or are becoming widowed at an earlier age. Living longer increases their needs for income in retirement.

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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.