Exceeding the contribution limit on a 401K is not a common occurrence; however, there are employees who are over contributing to their 401K(s); it is important to keep in mind that exceeding the contribution limits on your 401K might not be as beneficial as you think. Let’s begin by mentioning that the contribution limit for […]Read More »
Happy New Year! As many people settle into the first few weeks of the year and focus on doing better in a variety of areas of their lives, many find that they are not in great financial shape or know how to create healthy financial habits. Contrary to what many people think, millennials are not […]Read More »
Eagle West Group: Market Outlook 2020 • Stocks: Expect lower returns for US Stocks. Although the economy is supported by solid fundamentals, we expect the economy to slow through 2020, as valuations get stretched. Trade deal successes could drive returns significantly higher, as world economy gets reenergized. However, the general international trend is slowing, led […]Read More »
Meaning Of MoneyPodcast by Eagle West Group Topic: 2020 Market OutlookRick and Mike have a conversation about the road ahead examining many different points of view from multiple sources. It’s an insightful discussion about what investors might reasonably expect as many different events continue to unfold including the 2020 election, international trade resolution and economic fundamentals.Read More »
It’s a fact that about 50% of people will have some sort of long-term care event in their lives—before or after retirement. According to the Administration on Aging, about 40% of people receiving long-term care today are between 18 and 64. It can happen to anyone, anytime. That alone makes deciding how to fund this […]Read More »
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 […]Read More »
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 […]Read More »
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 […]Read More »
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 […]Read More »
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 […]Read More »
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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.