Category Archives for Wealth Management

The Importance of Financial Wellness in the Workplace

In the last couple of years, the term Financial Wellness has been used to describe the relationship between money, money-related issues and overall well-being. Financial Wellness involves the process of learning how to successfully manage financial expenses; not having enough money impacts our health as well as our financial performance.  Financial stress is commonly found […]

Read More »

Understanding the Millennial (if that’s possible)

Millennial

The Millennial generation is one like no other. Compared to Baby Boomers and Generation X’ers, they often appear to have an overdeveloped sense of entitlement and less motivation to do what their parents did. Many of them are content to continue to live with their parents even after returning home from college. This may lead […]

Read More »

Managing Finance with Technology

Today, technology is more fluid and intuitive than ever. Just 10 years ago, the average person didn’t have much access to personal app technology through their smartphone (and to be fair, these days many people only use their smartphones to play games and post photos of their breakfast). But fortunately, for those of us who […]

Read More »

How inherited wealth is often squandered (and what you can do about it)

Estate plans are drafted with the idea of passing wealth to the next generation with a minimum of trouble and expense. It is your list of instructions from “beyond the grave“ with regard to the disposition of your assets and the conditions under which they will or (in some cases) will not be disbursed. What […]

Read More »

What to Do with an Old 401k From a Previous Employer

In your lifetime, chances are you have switched jobs at least once.  Changing jobs is complicated enough and managing a 401K is the last thing on one’s mind when switching employers.  A survey done in 2013 by ING USA showed that half of American adults who participated in an employer-sponsored retirement plan, such as a […]

Read More »

Retirement and the Increasing Life Expectancy

Retirement is a relatively young concept; only two or three generations old. Perhaps one of the more significant economic challenges of our time is an aging population with insufficient retirement assets. With life expectancy increasing there is the potential that many may outlive their income.  

Read More »

Educating Your Children about Money

Over and over again we have heard our clients say that they were never educated about money in high school or college, which has led to mistakes that could’ve been avoided. As a parent you can teach your kids the basics of finance and help them avoid many of these missteps. Start by teaching them […]

Read More »

Trust the Financial Advisor Who Knows When to Say “No”

Early June marked a dramatic change in the financial industry. All financial advisors are now legally compelled to work with the best interest of the client in mind, as fiduciaries. Despite this, you still have to look out for the advisors that truly work in your best interest instead of just trying to make you […]

Read More »

Being Financially Savvy is A Family Business

Like it or not, we’re all involved in running the “family business.” We worry that our parents might outlive their retirement savings. We’re comforted by the thought that family members would probably bail us out if we got into money trouble. We strive to help our children financially, and we’d like to bequeath them at […]

Read More »

You had a 529 plan, but your child gets a scholarship.

You’ve invested in a 529 plan and are set for college, but your child gets a scholarship. Is that money wasted?   First things first. What is a 529 plan? A 529 plan is a saving plan for future college that’s run by the state or individual colleges. They are legally called “qualified tuition plans,” […]

Read More »

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

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.