Category Archives for Financial Planning

Meaning of Money: Measuring Investment Success

Dreams of financial prosperity and security spark a person’s desire to invest. It is necessary to keep that spark alive throughout the investment process, by adopting certain behaviors and mentalities that can optimize your efforts and effectively measure your success. In our latest podcast with Brad Kasper, president/CEO of LSA Portfolio Analytics, we learn more […]

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When planning for your financial future, shoot for the record!

Did you see the headlines last week? The Guinness Book of World Records crowned someone new as “the world’s oldest person.” A mother of five, Kane Tanaka was born in 1903 and married in 1922 at just 19 years old. Today, at the ripe old age of 116, she studies math and other subjects for […]

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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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How to Maximize Your Retirement Savings

When planning for retirement, it is well known that the earliest you start saving, the better; however, it is never too late to get started and, even if you started late, there are some steps you can take to maximize your savings and the odds of being in good shape at retirement. Below are a […]

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Is it time to hire a Financial Advisor?

This is a question with as many answers as there are people to ask it. I usually recommend considering this option when a KP physician’s retirement assets and savings match one year of income. If you’re nearing this point, it’s probably time to consider whether or not you want to spend a few hours a […]

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The Importance of Financial Planning

Financial Planning is an important component for everyone’s financial life. It is the key to achieving financial freedom and helps you see the “big picture,” when it comes to setting long- and short-term life goals and being on track to achieve them. A proper financial plan outlines your personal circumstances, objectives and risk tolerance; it […]

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Quick Year-End Financial Tips for KP Physicians

As the year begins to wind down we tend to focus on more immediate financial concerns—how much to spend on the kids, travel expenses—and less on the bigger picture. We have assembled a list of four quick things you can do to make sure that you start 2018 on the right financial note.

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To Retire With Confidence, Have A Plan

If you want to retire with confidence, have a plan. “As you near retirement age or even within a decade or so, it is time to start doing some serious financial planning,” said Larry Stein, CFA, author of Peace of Mind Investing. “Retiring with confidence is to develop a plan that makes sense, executing it, […]

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Do you and your spouse talk about money?

Money is arguably the most personal subject there is and often elicits powerful emotions, particularly among spouses. Additionally, very few of us are taught how to manage our finances effectively leaving many couples avoid the subject entirely. However, avoiding something doesn’t make it better and won’t make it go away. Since this kind of approach, […]

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