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 »
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 […]Read More »
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. […]Read More »
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.Read More »
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 […]Read More »
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 […]Read More »
Meaning Of Money Podcast by Eagle West Group Topic: Do It Yourself Options Michael Clarke and Eric Imley discuss the world of do it yourself options including Robo advisers, target-date funds and talk about the pros and cons of using one or the other.Read More »
Unfortunately, family wealth is not guaranteed to be passed down from generation to generation. In fact, studies show that family assets are lost from one generation to the next around 70% of the time. And 90% of the time, assets are gone by the third generation. This is often due to the fact that most […]Read More »
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.