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Client Solutions
Retirees
Physicians
Business Owners
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Archives:
Videos
10 Tips for Orthopedic Surgeons
10 Tips for Small Business Owners Profiting Over $1 Million
Maximizing Lifetime Gift Limits Before the 2026 Shift
Financial Independence and Legacy Planning Through Lifetime Gifting
Pros and Cons of Gifting Your Home While Living
Strategies for Safe Money All Stages of Life
Is a Roth Conversion Right For You?
Tips for Homebuying To Avoid Financial Stress
An Update to Our Direct Indexing Program
Superfunding Vs Annual Funding 529 Plans
Strategies for Maximizing Your 401k in 2024
Buy or Lease: What is the Best Car Ownership Strategy for You?
Build Tax Free Wealth with Back Door Roth Strategy
The Best Credit Cards for Travel Rewards
The Power of Portfolio Diversification
A Deep Dive into Paychecks, Taxes and Savings for High Earners
Protecting Your Family With Estate Planning
Welcome to Equilibrium Wealth Advisors
Maximizing Investment Returns with Tax Loss Harvesting
Managing Bond Investments Amid Market Volatility and Rising Interest Rates
The Power of Diversified Asset Allocation vs. S&P 500 Investing
What is Quality Investing?
Why Index Investing Statistically Provides Better Returns Then Individual Stock Picking
Maximizing Long-Term Wealth: Compound Interest vs. Simple Interest
Maximizing Returns with an All-Weather Portfolio Strategy
A Promising Outlook for Investors in the Coming Years
Master the Art of Reverse Budgeting
Unlock 10 Key Stress Tests for Your Financial Plan
Surprising Lessons on Financial Returns, Risk, and Long-Term Planning
What You Need to Know About Spousal Lifetime Access Trusts (SLATs)
AHN Mega Backdoor Roth 2024 Updates
UPMC Mega Backdoor Roth 2024 Updates
Advice For Young, High-Income Earners
Estate Planning for Under $5M Net Worth
EWA’s Investment Philosophy
Why Would I Choose an HSA (Health Savings Account)?
Plan for Your Child with Special Needs with a Trust
Long Term Care Planning
Backdoor and Mega Backdoor ROTHs
Should You Invest in Non-US Stocks?
2023 Annual Limits
5 Advantages of Roth IRAs- #5-Asset Location
5 Advantages of Roth IRAs- #4-Pass to Heirs Tax-free
5 Advantages of Roth IRAs- #3-No RMDs
5 Advantages of Roth IRAs- #2-Access Contributions If You Need To
5 Advantages of Roth IRAs- #1-Tax-Free Growth and Distribution
10 Mistakes That Retirees Make and How to Avoid Them: Tip 10 – Relying on “Common Knowledge”
10 Mistakes That Retirees Make and How to Avoid Them: Tip 9- Paying Too Much in Fees
10 Mistakes That Retirees Make and How to Avoid Them: Tip 8- Timing the Market
10 Mistakes That Retirees Make and How to Avoid Them: Tip 7- Annuities
10 Mistakes That Retirees Make and How to Avoid Them: Tip 6- Mismanaging Withdrawals
10 Mistakes That Retirees Make and How to Avoid Them: Tip 5-Not Addressing Inflation
10 Mistakes That Retirees Make and How to Avoid Them: Tip 4- Ignoring International Stocks
10 Mistakes That Retirees Make and How to Avoid Them: Tip 3- Being Too Conservative
10 Mistakes That Retirees Make and How to Avoid Them: Tip 2- Failing to Diversify
10 Mistakes That Retirees Make and How to Avoid Them: Tip 1-Underspending
Why Market Volatility is a Good Thing?
Student Loans for High Income Earners
Breaking Down Universal Life Insurance
10 Tips for Maximizing Your Financial Plan in 2023: Tip 10-Standard Deduction
10 Tips for Maximizing Your Financial Plan in 2023: Tip 9- 529 Plans
10 Tips for Maximizing Your Financial Plan in 2023: Tip 8- Estate Planning
10 Tips for Maximizing Your Financial Plan in 2023: Tip 7- Tax Bracket Management
10 Tips for Maximizing Your Financial Plan in 2023: Tip 6- HSA’s
10 Tips for Maximizing Your Financial Plan in 2023: Tip 5- Social Security Tax
10 Tips for Maximizing Your Financial Plan in 2023: Tip 3- Traditional IRA Planning
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 2- Roth IRAs
10 Tips for Maximizing Your Financial Plan in 2023: Tip 1- 401ks and 403bs
Setting Up E-Delivery
Financial Planning for Physicians
Why Your Investment Allocation Should Never Be Aged Based
Should I Participate in my Company’s ESPP?
5 Considerations When Funding a Back Door Roth IRA
Proactive Conversations That Lead to Successful Wealth Transfer
Why a Buy-Sell Agreement is a Necessity for a Small Business?
3 Biggest Financial Mistakes We Have Seen
3 Best Financial Decisions We Have Seen
How Whole Life Insurance Can be Utilized as an Asset for High Net Worth Families
Financial Planning for Executives
How Rising Interest Rates Can Affect Your Financial Plan?
How To Take Advantage of Market Downturns?
Direct Indexing
What is the Difference Between W2 and 1099?
Firm Philosophies on Bitcoin and Concentrated Stock Positions
Reflecting on the Biggest Value an Advisor Can Provide
How to Structure a Family Loan
Weighing the Pros and Cons of Passive Real Estate Income
Should I Buy or Rent a Second Home?
Gifting to Children Under Age 18
Contributing to 457 Plans
The Difference Between Married Filing Separately vs Married Jointly
Should I get Married for Tax Purposes?
US vs International Stocks
Tax Planning 101
Win More by Losing Less
Feeling Safe May Be Risky
Investing with Emotions
Ranking Savings Options in Order of Importance
College Planning Basics
The Power of Tax Deferral on Your Investment Planning
Buying vs Leasing Your Car
Basic Rules of Thumb for Mortgages
Ignore Negative Headlines
What Does War Mean for the Stock Market?
Our One-Roof Philosphy
Long Term Disability Planning for High Income Earners
Tips for Raising Financially Responsible Kids
The Pros of Roth IRA’s
Differences Between Revocable and Irrevocable Trusts
Lifetime Gifting
How Do You Know Which Health Insurance Plan is Right for You?
The Art of Merging Finances
RSU (Restricted Stock Unit) Basics
Stock Option Basics
Physician Contract Renegotiation
Common Questions on Estate Planning
Variable Annuities Explained
Should You Have All of Your Money with One Team or Spread Among Several Advisors?
EWA’s Time Management Philosophies
Why We Disagree with the FIRE Movement
Why Roth Conversions?
5 Tips to Protect Your Identity
5 Tax Tips for Business Owners- Tip 5- Implement a 401k and Cash Balance Plan
5 Tax Tips for Business Owners- Tip 4- Hire Your Children
5 Tax Tips for Business Owners- Tip 3- Use S Corp Election to Lower Salary
5 Tax Tips for Business Owners- Tip 2- Use the Augusta Rule
5 Tax Tips for Business Owners- Tip 1- Section 179 – Accelerated Write Off for Vehicle
5 Tips to Run Your Business Stress Free- Tip 5- Elevate and Delegate
5 Tips to Run Your Business Stress Free- Tip 4- Have a One Ship Mentality
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 1- Have Great Systems In Place
Tips for Maximizing Social Security Benefits as a Business Owner
3 Tips for Structuring an Operating Agreement for Your Business
Sequence of Returns
EWA Principle: Standards Over Feelings
EWA Principle: Methods to Avoid Task Switching
EWA Principle: Having Uncomfortable Conversations Leads to Greater Success and Happiness
EWA Principle: Easy Choices, Hard Life. Hard Choices, Easy Life.
Did You Know You Can Have Multiple 401k Plans?
Cash Balance Pension Plans
Whole Life Vs Term- What are the Differences?
Best Practices When Switching Financial Advisors
Common Misconceptions About Bonds
Asset Protection Strategies
What To Expect Before Your First Meeting with EWA?
The Truth About Target Date Funds
Tips for Long Term Investing
Top Financial Tips When Switching Jobs
Index Annuities Explained
Fixed Annuities Explained
Tips for Retirement Distribution Planning
Secured Lines of Credit
Asset Location Explained
What are Donor Advised Funds?
Social Security Basics
The AHN Mega Backdoor Roth
The UPMC Mega Backdoor Roth
Estate Planning Basics
How to Access Your QPR
Accessing the Client Service Portal
What is a QPR?
Refinancing Your Home Mortgage
What is Your Money Temperature?
EWA’s 3 C’s
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 8- Have a 7 Year Spending Back Up
10 Tips for Current Retirees – Tip 7- Consider How You Will Spend Your Time
10 Tips for Current Retirees – Tip 6- Don’t Base Investment Allocation on Your Age
10 Tips for Current Retirees – Tip 5- Track Monthly Spending
10 Tips for Current Retirees – Tip 4- Have a Game Plan for Long Term Care
10 Tips for Current Retirees – Tip 3- Be Aware of Annuities
10 Tips for Current Retirees – Tip 2- Recognize Your Investor Bias
10 Tips for Current Retirees – Tip 1- Have a Team of Trusted Advisors
5 Tips for Retirees- Tip 5- Set After Retirement Goals
5 Tips for Retirees- Tip 4- Exercises to Prepare for Retirement
5 Tips for Retirees- Tip 3- Social Security Do’s and Don’ts
5 Tips for Retirees- Tip 2- Medicare Planning
5 Tips for Retirees- Tip 1- Tax Bracket Management
Tips for Staying Calm During a Recession
5 Tips for Parents- Tip 5- Financial Aid Appeals
5 Tips for Parents- Tip 4- General Tips on School Loans
5 Tips for Parents- Tip 3- Put Proper Time Into Researching Additional Scholarships
5 Tips for Parents- Tip 2- Stay Open to Out of State Opportunities
5 Tips for Parents- Tip 1- Do Very In Depth Research
5 Tips to Remove Stress From Your Finances – Tip 5- Hire, and Know When to Fire, An Advisor
5 Tips to Remove Stress From Your Finances – Tip 4- Talk About Money
5 Tips to Remove Stress From Your Finances – Tip 3- Establish Your Top 5 Values for Decision Making
5 Tips to Remove Stress From Your Finances: Tip 2- Evaluate How You Trade Time for Money
5 Tips to Remove Stress From Your Finances: Tip 1- Healthy Tracking vs Unhealthy Tracking
What is the Difference Between an LLC Partnership and an S-Corp?
Updates to AHN Mega Backdoor Roth 401k
The Great Debate! Which is a Better Financial Decision, Buying or Renting Your Primary Home?
Traveling With Credit Card Points- Video #6- Tips For Managing Credit Score While Travel Hacking
Traveling With Credit Card Points- Video #5- Logistics of Paying Taxes with Credit Cards
Traveling With Credit Card Points- Video #3 – A Blueprinting for Credit Card Points