Caring for Our Parents

My wife and I pay for the care of my mother-in-law who is a resident in an Alzheimer’s dementia facility. When she was transferred there from an assisted living facility ( which we were also paying for) she was in failing health and the doctors told us that she had maybe six months. That was […]

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What are the Advantages of Rolling the Money of My Retirement Plan into an IRA?

Contributing to an employer-sponsored retirement plan (401K or its cousin, 403B plans), has many advantages and can help you achieve the life you want at retirement; it is important to know how your plan works and what it allows for.  One of the provisions available on many retirement plans is to allow the participant to […]

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Taxes Inspire Me

As a California resident, the final straw broke when the gas tax legislation was passed.  Few things are more painful than filling up a 25-gallon tank four times a month and knowing 20% of the fuel expense is going to the state treasurer’s office for who knows what.  Roads? I’m sure it’s just like the […]

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Podcast #8: Estate Planning

 Meaning Of MoneyPodcast by Eagle West Group Topic: Estate PlanningDiscussion of the basics of estate planning including the reasons why it’s important and the reasons why try as they might so many people don’t undertake or complete the process. Our guest is Willow McJilton. Willow is a respected Trust and Estate Planning attorney who had a […]

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How to Identify Emotional Spending and Conquer It

Emotional Spending

With advertisements at every turn, it is nearly impossible to avoid the temptation of shopping nowadays. From TV commercials to billboards, advertisers are constantly trying to convince consumers that their products will make us thinner, happier, successful and fulfilled. These ads can also be particularly damaging to those prone to emotional spending. Why We Emotionally […]

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About Our NEW Client Website

We have talked with many of our clients about our new client website, which allows you to save documents, view performance, activity, risk, your financial plan, etc. for all of your accounts, including outside accounts.  We are very proud of it. With all this sensitive information, we want to make sure stays very secure.  A […]

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Are you ready to make your dreams come true?

A couple of weeks ago I was thrilled to be invited to see the new kitchen at the home of two of my clients, both Partner Physicians who had invested much of their precious spare time into planning this major project. It was gorgeous. A beautiful island with a cooktop. A wrap-around bar. Marble tile floors. […]

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Podcast: Millennials and Money Pt. 2

 Meaning Of MoneyPodcast by Eagle West Group Topic: Millenials and Money Pt. 2In part two of millennials and money, we continue our discussion with Evelyn and Omar. Both of them candidly share their hopes, ambitions, and fears of an uncertain world and their place in it.

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To Roth or not to Roth? That is the question!

Hamlet’s question, “To be, or not to be?” is certainly filled with a deeper philosophical angst, but for physicians seeking a long, confident, and tax-wise retirement, the question of which to choose—a traditional 401(k) or a Roth 401(k)—can also fill the heart with at least a bit of torment! Luckily, some basic analysis is all […]

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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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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.