Канал: FIN-LYT by EWA®

Investing in Trump's Second Term

Investing in Trump's Second Term

EWA Stock Market and Portfolio Commentary Q1 2025

EWA Stock Market and Portfolio Commentary Q1 2025

Rates Are Dropping. Should I Refinance?

Rates Are Dropping. Should I Refinance?

Sudden Wealth Syndrome Explained

Sudden Wealth Syndrome Explained

Financial Planning for Newlyweds

Financial Planning for Newlyweds

Financial Planning Checklist for New Parents

Financial Planning Checklist for New Parents

Tax Code Overview: Differences Between Harris and Trump Proposals

Tax Code Overview: Differences Between Harris and Trump Proposals

EWA Stock Market and Portfolio Commentary Q4 2024

EWA Stock Market and Portfolio Commentary Q4 2024

Adjusting Small and Mid-Cap Investments for Optimal Asset Allocation

Adjusting Small and Mid-Cap Investments for Optimal Asset Allocation

Investing in Election Years: Why Staying the Course Matters

Investing in Election Years: Why Staying the Course Matters

Interest Rate Shifts and Their Impact on You Financial Plan

Interest Rate Shifts and Their Impact on You Financial Plan

Effective Strategies for Wealth Transfer to the Next Generation

Effective Strategies for Wealth Transfer to the Next Generation

Expert Tips for Navigating College Admissions with John Izzo

Expert Tips for Navigating College Admissions with John Izzo

The Best Savers are the Worst Spenders

The Best Savers are the Worst Spenders

Managing Sequence of Return Risk in Retirement

Managing Sequence of Return Risk in Retirement

When Could An Annuity Make Sense In a Financial Plan?

When Could An Annuity Make Sense In a Financial Plan?

Real Life Case Study- Strategic Planning and Tax Efficiency for a Retired Widow

Real Life Case Study- Strategic Planning and Tax Efficiency for a Retired Widow

Retirement Savings for Young High-Income Earners- Why $6M is the New $1M Nest Egg

Retirement Savings for Young High-Income Earners- Why $6M is the New $1M Nest Egg

EWA Stock Market and Portfolio Commentary Q3 2024

EWA Stock Market and Portfolio Commentary Q3 2024

Balancing Risk and Reward Through Retirement Withdrawal Strategies

Balancing Risk and Reward Through Retirement Withdrawal Strategies

Term vs. Whole Life Insurance: Finding the Right Balance for Your Financial Plan

Term vs. Whole Life Insurance: Finding the Right Balance for Your Financial Plan

The Secure Act 2.0: What Business Owners and Retirees Need to Know

The Secure Act 2.0: What Business Owners and Retirees Need to Know

Retirement Spending Strategies: Mastering Distribution with Confidence

Retirement Spending Strategies: Mastering Distribution with Confidence

Planning Ahead: Financial Steps to Take Before a Loved One Passes

Planning Ahead: Financial Steps to Take Before a Loved One Passes

SEP IRA or 401k For Business Owners

SEP IRA or 401k For Business Owners

iShares Insights on New Investment Frontiers

iShares Insights on New Investment Frontiers

10 Tips for Orthopedic Surgeons

10 Tips for Orthopedic Surgeons

An Update to Our Direct Indexing Program

An Update to Our Direct Indexing Program

Healthcare Options and Medicare After Age 65

Healthcare Options and Medicare After Age 65

Financial Planning for Retirees

Financial Planning for Retirees

Financial Planning for Business Owners

Financial Planning for Business Owners

Maximizing Impact and Tax Benefits: Charitable Giving for High Earners

Maximizing Impact and Tax Benefits: Charitable Giving for High Earners

A Blueprint for Managing Student Loans

A Blueprint for Managing Student Loans

EWA Stock Market and Portfolio Commentary Q2 2024

EWA Stock Market and Portfolio Commentary Q2 2024

Credit scores: How They Work, How to Maintain a Good One, and How to Fix a Bad One

Credit scores: How They Work, How to Maintain a Good One, and How to Fix a Bad One

10 Tips for Small Business Owners Profiting Over $1 Million

10 Tips for Small Business Owners Profiting Over $1 Million

Maximizing Lifetime Gift Limits Before the 2026 Shift

Maximizing Lifetime Gift Limits Before the 2026 Shift

Financial Independence and Legacy Planning Through Lifetime Gifting

Financial Independence and Legacy Planning Through Lifetime Gifting

Pros and Cons of Gifting Your Home While Living

Pros and Cons of Gifting Your Home While Living

10 Tips to Help Navigate When You Are Wealthy (But Your Loved Ones Are Not)

10 Tips to Help Navigate When You Are Wealthy (But Your Loved Ones Are Not)

Strategies for Safe Money All Stages of Life

Strategies for Safe Money All Stages of Life

A Surgeon's Financial Journey: A Balancing Act of Navigating Debt, Family, & Fulfillment

A Surgeon's Financial Journey: A Balancing Act of Navigating Debt, Family, & Fulfillment

How to Protect Yourself If You Have a Concentrated Stock Position

How to Protect Yourself If You Have a Concentrated Stock Position

Is a Roth Conversion Right For You?

Is a Roth Conversion Right For You?

Navigating High-Income Financial Planning: A Real-Life Case Study

Navigating High-Income Financial Planning: A Real-Life Case Study

Tips for Homebuying To Avoid Financial Stress

Tips for Homebuying To Avoid Financial Stress

A Deep Dive into Paychecks, Taxes and Savings for High Earners

A Deep Dive into Paychecks, Taxes and Savings for High Earners

Protecting Your Family With Estate Planning

Protecting Your Family With Estate Planning

The Power of Portfolio Diversification

The Power of Portfolio Diversification

Buy or Lease: What is the Best Car Ownership Strategy for You?

Buy or Lease: What is the Best Car Ownership Strategy for You?

The Best Credit Cards for Travel Rewards

The Best Credit Cards for Travel Rewards

Build Tax Free Wealth with Back Door Roth Strategy

Build Tax Free Wealth with Back Door Roth Strategy

Superfunding Vs Annual Funding 529 Plans

Superfunding Vs Annual Funding 529 Plans

Strategies for Maximizing Your 401k in 2024

Strategies for Maximizing Your 401k in 2024

Decoding Private Investments: Private Equity, Venture Capital, and Real Estate

Decoding Private Investments: Private Equity, Venture Capital, and Real Estate

Revocable and Irrevocable Trusts: Exploring Estate Planning and Tax Efficiency

Revocable and Irrevocable Trusts: Exploring Estate Planning and Tax Efficiency

Maximizing Investment Returns with Tax Loss Harvesting

Maximizing Investment Returns with Tax Loss Harvesting

Managing Bond Investments Amid Market Volatility and Rising Interest Rates

Managing Bond Investments Amid Market Volatility and Rising Interest Rates

Navigating the Crossroads of Entrepreneurship, Family Ties, and Personal Growth

Navigating the Crossroads of Entrepreneurship, Family Ties, and Personal Growth

The Power of Diversified Asset Allocation vs. S&P 500 Investing

The Power of Diversified Asset Allocation vs. S&P 500 Investing

What is Quality Investing?

What is Quality Investing?

Why Index Investing Statistically Provides Better Returns Then Individual Stock Picking

Why Index Investing Statistically Provides Better Returns Then Individual Stock Picking

Maximizing Long-Term Wealth: Compound Interest vs. Simple Interest

Maximizing Long-Term Wealth: Compound Interest vs. Simple Interest

Maximizing Returns with an All-Weather Portfolio Strategy

Maximizing Returns with an All-Weather Portfolio Strategy

5 Missteps to Avoid in Your Financial Plan

5 Missteps to Avoid in Your Financial Plan

A Promising Outlook for Investors in the Coming Years

A Promising Outlook for Investors in the Coming Years

Master Travel through Points and Miles with Bryce Conway of 10x Travel

Master Travel through Points and Miles with Bryce Conway of 10x Travel

Master the Art of Reverse Budgeting

Master the Art of Reverse Budgeting

EWA Stock Market and Portfolio Commentary Q1 2024

EWA Stock Market and Portfolio Commentary Q1 2024

EWA's Investment Philosophy

EWA's Investment Philosophy

Unlock 10 Key Stress Tests for Your Financial Plan

Unlock 10 Key Stress Tests for Your Financial Plan

Student Loan Strategies: Options for Education Financing , Repayment and Forgiveness

Student Loan Strategies: Options for Education Financing , Repayment and Forgiveness

Protecting Your Finances and Data: Cybersecurity Essentials

Protecting Your Finances and Data: Cybersecurity Essentials

Surprising Lessons on Financial Returns, Risk, and Long-Term Planning

Surprising Lessons on Financial Returns, Risk, and Long-Term Planning

What You Need to Know About Spousal Lifetime Access Trusts (SLATS)

What You Need to Know About Spousal Lifetime Access Trusts (SLATS)

AHN Mega Backdoor Roth 2024 Updates

AHN Mega Backdoor Roth 2024 Updates

UPMC Mega Backdoor Roth 2024 Updates

UPMC Mega Backdoor Roth 2024 Updates

Advice for Young, High-Income Earners

Advice for Young, High-Income Earners

Estate Planning for Under $5M Net Worth

Estate Planning for Under $5M Net Worth

Navigating NIL: Financial Literacy and College Athletics

Navigating NIL: Financial Literacy and College Athletics

10 Ways to Supercharge Your Financial Plan in 2024

10 Ways to Supercharge Your Financial Plan in 2024

Why Would I Choose an HSA (Health Savings Account)?

Why Would I Choose an HSA (Health Savings Account)?

What To Expect Before Your First Meeting with EWA?

What To Expect Before Your First Meeting with EWA?

Investing Cash Into The Market: Market Timing, Psychology, and the Long Game

Investing Cash Into The Market: Market Timing, Psychology, and the Long Game

EWA Principle: Having Uncomfortable Conversations Leads to Greater Success and Happiness

EWA Principle: Having Uncomfortable Conversations Leads to Greater Success and Happiness

EWA Principle: Easy Choices, Hard Life, Hard Choices, Easy Life

EWA Principle: Easy Choices, Hard Life, Hard Choices, Easy Life

Did You Know You Can Have Multiple 401k Plans?

Did You Know You Can Have Multiple 401k Plans?

Cash Balance Pension Plans

Cash Balance Pension Plans

Whole Life Vs Term - What are the Differences?

Whole Life Vs Term - What are the Differences?

Best Practices When Switching Financial Advisors

Best Practices When Switching Financial Advisors

Simplifying Medicare and Healthcare Planning in Retirement

Simplifying Medicare and Healthcare Planning in Retirement

Setting Up E- Delivery

Setting Up E- Delivery

10 Tips for Maximizing Your Financial Plan in 2023: Tip 5- Social Security Tax

10 Tips for Maximizing Your Financial Plan in 2023: Tip 5- Social Security Tax

10 Tips for Maximizing Your Financial Plan in 2023: Tip 6- HSA's

10 Tips for Maximizing Your Financial Plan in 2023: Tip 6- HSA's

Financial Planning for Physicians

Financial Planning for Physicians

Common Misconceptions about Bonds

Common Misconceptions about Bonds

Why Your Investment Allocation Should Never Be Aged Based

Why Your Investment Allocation Should Never Be Aged Based

Asset Protection Strategies

Asset Protection Strategies

5 Considerations When Funding a Back Door Roth IRA

5 Considerations When Funding a Back Door Roth IRA

The Truth About Target Date Funds

The Truth About Target Date Funds

Tips for Long Term Investing

Tips for Long Term Investing

Proactive Conversations That Lead to Successful Wealth Transfer

Proactive Conversations That Lead to Successful Wealth Transfer

Unlocking Higher Education: Navigating College Admissions with Kris Wong Davis of CMU

Unlocking Higher Education: Navigating College Admissions with Kris Wong Davis of CMU

Should I Participate in my Company's ESPP?

Should I Participate in my Company's ESPP?

Tips for Retirement Distribution Planning

Tips for Retirement Distribution Planning

Asset Location Explained

Asset Location Explained

Why a Buy-Sell Agreement is a Necessity for a Small Business?

Why a Buy-Sell Agreement is a Necessity for a Small Business?

3 Biggest Financial Mistakes We Have Seen

3 Biggest Financial Mistakes We Have Seen

3 Best Financial Decisions We Have Seen

3 Best Financial Decisions We Have Seen

Social Security Basics

Social Security Basics

How Whole Life Insurance Can be Utilized as an Asset for High Net Worth Families

How Whole Life Insurance Can be Utilized as an Asset for High Net Worth Families

10 Tips for Maximizing Your Financial Plan in 2023: Tip 4- Allowable Income for 401k and 403b

10 Tips for Maximizing Your Financial Plan in 2023: Tip 4- Allowable Income for 401k and 403b

10 Tips for Maximizing Your Financial Plan in 2023: Tip 3- Traditional IRA Planning

10 Tips for Maximizing Your Financial Plan in 2023: Tip 3- Traditional IRA Planning

10 Tips for Maximizing Your Financial Plan in 2023: Tip 2- Roth IRAs

10 Tips for Maximizing Your Financial Plan in 2023: Tip 2- Roth IRAs

10 Tips for Maximizing Your Financial Plan in 2023: Tip 1- 401ks and 403bs

10 Tips for Maximizing Your Financial Plan in 2023: Tip 1- 401ks and 403bs

Avoid Million-Dollar Mistakes with Equity Compensation: Understand RSU’s, ISO’s & PSU’s

Avoid Million-Dollar Mistakes with Equity Compensation: Understand RSU’s, ISO’s & PSU’s

Financial Planning for Executives

Financial Planning for Executives

The AHN Mega Backdoor Roth

The AHN Mega Backdoor Roth

How Rising Interest Rates Can Affect Your Financial Plan

How Rising Interest Rates Can Affect Your Financial Plan

The UPMC Mega Backdoor Roth

The UPMC Mega Backdoor Roth

How To Take Advantage of Market Downturns

How To Take Advantage of Market Downturns

What is the Difference Between W2 and 1099?

What is the Difference Between W2 and 1099?

Estate Planning Basics

Estate Planning Basics

Firm Philosophies on Bitcoin and Concentrated Stock Positions

Firm Philosophies on Bitcoin and Concentrated Stock Positions

Reflecting on the Biggest Value an Advisor Can Provide

Reflecting on the Biggest Value an Advisor Can Provide

Refinancing Your Home Mortgage

Refinancing Your Home Mortgage

10 Things You Should Know About Your 401k

10 Things You Should Know About Your 401k

How to Structure a Family Loan

How to Structure a Family Loan

Long Term Care Planning Options

Long Term Care Planning Options

Weighing the Pros and Cons of Passive Real Estate Income

Weighing the Pros and Cons of Passive Real Estate Income

What is Your Money Temperature?

What is Your Money Temperature?

Should I Buy or Rent a Second Home?

Should I Buy or Rent a Second Home?

10 Tips for Current Retirees - Tip 10- Plan Your Travel

10 Tips for Current Retirees - Tip 10- Plan Your Travel

10 Tips for Current Retirees - Tip 9 - Have a Game Plan Around Social Security

10 Tips for Current Retirees - Tip 9 - Have a Game Plan Around Social Security

The Mega Backdoor Roth Strategy Explained

The Mega Backdoor Roth Strategy Explained

Gifting to Children Under Age 18

Gifting to Children Under Age 18

Contributing to 457 Plans

Contributing to 457 Plans

Why Roth Conversions?

Why Roth Conversions?

US vs International Stocks

US vs International Stocks

10 Tips for Current Retirees - Tip 8- Have a 7 Year Spending Back Up

10 Tips for Current Retirees - Tip 8- Have a 7 Year Spending Back Up

Tax Planning 101

Tax Planning 101

5 Tax Tips for Business Owners- Tip 5- Implement a 401k and Cash Balance Plan

5 Tax Tips for Business Owners- Tip 5- Implement a 401k and Cash Balance Plan

Win More by Losing Less

Win More by Losing Less

5 Tax Tips for Business Owners- Tip 4- Hire Your Children

5 Tax Tips for Business Owners- Tip 4- Hire Your Children

Feeling Safe May Be Risky

Feeling Safe May Be Risky

5 Tax Tips for Business Owners- Tip 3- Use S Corp Election to Lower Salary

5 Tax Tips for Business Owners- Tip 3- Use S Corp Election to Lower Salary

Investing with Emotions

Investing with Emotions

5 Tax Tips for Business Owners- Tip 2- Use the Augusta Rule

5 Tax Tips for Business Owners- Tip 2- Use the Augusta Rule

Ranking Savings Options in Order of Importance

Ranking Savings Options in Order of Importance

10 Tips for Current Retirees - Tip 7- Consider How You Will Spend Your Time

10 Tips for Current Retirees - Tip 7- Consider How You Will Spend Your Time

Debunking 5 Financial Planning Misconceptions

Debunking 5 Financial Planning Misconceptions

College Planning Basics

College Planning Basics

5 Tax Tips for Business Owners- Tip 1- Section 179- Accelerated Write Off for Vehicle

5 Tax Tips for Business Owners- Tip 1- Section 179- Accelerated Write Off for Vehicle

The Power of Tax Deferral in your Investment Plan

The Power of Tax Deferral in your Investment Plan

5 Tips to Run Your Business Stress Free- Tip 5

5 Tips to Run Your Business Stress Free- Tip 5

Buying vs Leasing Your Car

Buying vs Leasing Your Car

5 Tips to Run Your Business Stress Free - Tip 4

5 Tips to Run Your Business Stress Free - Tip 4

Basic Rules of Thumb for Mortgages

Basic Rules of Thumb for Mortgages

5 Tips to Run Your Business Stress Free- Tip 3 - Make Your Firm an Established Rainmaker

5 Tips to Run Your Business Stress Free- Tip 3 - Make Your Firm an Established Rainmaker

5 Tips to Run Your Business Stress Free- Tip 2- Adopt, Don't Fight Technology

5 Tips to Run Your Business Stress Free- Tip 2- Adopt, Don't Fight Technology

Tax Bracket Management

Tax Bracket Management

5 Tips to Run Your Business Stress Free - Tip 1

5 Tips to Run Your Business Stress Free - Tip 1

10 Tips for Current Retirees - Tip 6- Don't Base Investment Allocation on Your Age

10 Tips for Current Retirees - Tip 6- Don't Base Investment Allocation on Your Age

Our One Roof Philosophy

Our One Roof Philosophy

Tips for Maximizing Social Security as a Business Owner

Tips for Maximizing Social Security as a Business Owner

Long Term Disability Planning for High Income Earners

Long Term Disability Planning for High Income Earners

Tips for Raising Financially Responsible Kids

Tips for Raising Financially Responsible Kids

5 Tips for Retirees- Tip 5 - Set After Retirement Goals

5 Tips for Retirees- Tip 5 - Set After Retirement Goals

10 Tips for Current Retirees - Tip 5- Track Monthly Spending

10 Tips for Current Retirees - Tip 5- Track Monthly Spending

EWA Stock Market and Portfolio Commentary Q4 2023

EWA Stock Market and Portfolio Commentary Q4 2023

Differences Between Revocable and Irrevocable Trusts

Differences Between Revocable and Irrevocable Trusts

5 Tips for Retirees - Tip 4 - Exercises to Prepare for Retirement

5 Tips for Retirees - Tip 4 - Exercises to Prepare for Retirement

Lifetime Gifting

Lifetime Gifting

5 Tips for Retirees - Tip 3 - Social Security Do's and Don'ts

5 Tips for Retirees - Tip 3 - Social Security Do's and Don'ts

How Do You Know Which Health Insurance Plan is Right for You?

How Do You Know Which Health Insurance Plan is Right for You?

5 Tips for Retirees - Tip 2 - Medicare Planning

5 Tips for Retirees - Tip 2 - Medicare Planning

10 Tips for Current Retirees - Tip 4- Have a Game Plan for Long Term Care

10 Tips for Current Retirees - Tip 4- Have a Game Plan for Long Term Care

How to Ensure the Value You Receive is Well Above the Fee You Pay to a Financial Advisor

How to Ensure the Value You Receive is Well Above the Fee You Pay to a Financial Advisor

RSU (Restricted Stock Unit) Basics

RSU (Restricted Stock Unit) Basics

5 Tips for Retirees - Tip 1 - Tax Bracket Management

5 Tips for Retirees - Tip 1 - Tax Bracket Management

Tips for Staying Calm During a Recession

Tips for Staying Calm During a Recession

Ignore Negative Headlines

Ignore Negative Headlines

What Does War Mean for the Stock Market?

What Does War Mean for the Stock Market?

Physician Contract Renegotiation

Physician Contract Renegotiation

5 Tips for Parents - Tip 5 - Financial Aid Appeals

5 Tips for Parents - Tip 5 - Financial Aid Appeals

Common Questions on Estate Planning

Common Questions on Estate Planning

5 Tips for Parents - Tip 4 - General Tips on School Loans

5 Tips for Parents - Tip 4 - General Tips on School Loans

Top Financial Tips When Switching Jobs

Top Financial Tips When Switching Jobs

Tips to Ensure You Maximize Employee Benefits When Changing Jobs

Tips to Ensure You Maximize Employee Benefits When Changing Jobs

Should You Have All of Your Money with One Team or Spread Among Several Advisors?

Should You Have All of Your Money with One Team or Spread Among Several Advisors?

5 Tips for Parents - Tip 3 - Put Proper Time Into Researching Additional Scholarships

5 Tips for Parents - Tip 3 - Put Proper Time Into Researching Additional Scholarships

10 Tips for Current Retirees - Tip 3- Be Aware of Annuities

10 Tips for Current Retirees - Tip 3- Be Aware of Annuities

EWA's Time Management Philosophies

EWA's Time Management Philosophies

5 Tips for Parents - Tip 2 - Stay Open to Out of State Opportunities

5 Tips for Parents - Tip 2 - Stay Open to Out of State Opportunities

Why We Disagree with the FIRE Movement

Why We Disagree with the FIRE Movement

5 Tips for Parents - Tip 1 - Do Very In Depth Research

5 Tips for Parents - Tip 1 - Do Very In Depth Research

Sequence of Returns

Sequence of Returns

5 Tips to Protect Your Identity

5 Tips to Protect Your Identity

10 Tips for Current Retirees - Tip 2- Recognize Your Investor Bias

10 Tips for Current Retirees - Tip 2- Recognize Your Investor Bias

How Do I Know My Advisor Has Me In a Good Portfolio?

How Do I Know My Advisor Has Me In a Good Portfolio?