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EWA LLC is a premier Wealth Management practice serving physicians, retirees, business owners and corporate leaders. EWA LLC provides comprehensive financial planning, wealth management, retirement planning, asset protection, and tax efficiency planning. EWA LLC takes a proactive role as a partner in your financial life serving as a catalyst to affirm big decisions and make the complex simple. For More information, visit EWA-LLC.com or email us at [email protected]
External link for Equilibrium Wealth Advisors
381 Mansfield Ave
Suite 200A
Pittsburgh, Pennsylvania 15220, US
Expert Tips for Navigating College Admissions with John A. Izzo M.S.Ed., CEO of Class 101 Pittsburgh 🎙️ Applying to college can feel overwhelming, but it doesn’t have to be! This week on FIN-LYT by EWA, Matthew Blocki, CFP® ChFC® RICP® sits down with admissions expert John Izzo to break down the process, from choosing the right schools to nailing those SAT scores and securing the best scholarships. John shares his top strategies for early preparation, maximizing financial aid, and the key role extracurriculars play in setting students apart. Whether you're a parent or a student, this episode is packed with actionable insights to help you navigate this important journey with confidence! Ready to gain an edge in college admissions? Click the link to watch/listen to the full episode and empower your future!👇 https://lnkd.in/es_rt7Kg
Expert Tips for Navigating College Admissions with John A. Izzo M.S.Ed., CEO of Class 101 Pittsburgh 🎙️ Applying to college can feel overwhelming, but it doesn’t have to be! This week on FIN-LYT by EWA, Matthew Blocki, CFP® ChFC® RICP® sits down with admissions expert John Izzo to break down the process, from choosing the right schools to nailing those SAT scores and securing the best scholarships. John shares his top strategies for early preparation, maximizing financial aid, and the key role extracurriculars play in setting students apart. Whether you're a parent or a student, this episode is packed with actionable insights to help you navigate this important journey with confidence! Ready to gain an edge in college admissions? Click the link to watch/listen to the full episode and empower your future!👇 https://lnkd.in/es_rt7Kg
🔴 Attention Parents and Guardians! Mastering College Admissions: The Ultimate Guide to Strategic Planning for High-Net-Worth Families The path from high school to college is a pivotal moment for students and families—especially for those managing high-income or high-net-worth situations. Beyond academics, understanding the complexities of admissions and financial planning is key to unlocking the right fit for your future. Ready to guide your student toward success? Explore the full article below! ⬇️
This week on FIN-LYT by EWA, Matthew Blocki, CFP® ChFC® RICP® and Jamison Smith explore one of the most challenging aspects of retirement: the paradox of saving versus spending. After years of hard work and dedication, many successful individuals find themselves facing a new challenge—how to shift from the mindset of saving to actually enjoying the fruits of their labor. This transition can be an identity shift that’s both stressful and overwhelming. In this episode, Matt and Jamison discuss: 🔑 The challenges of transitioning from saving to spending in retirement 🔑 Strategies for maintaining financial security, maximizing retirement income, and leaving a lasting legacy 🔑 How aligning your financial plan with personal values can transform your retirement experience They also emphasize the importance of staying engaged and finding purpose, whether through investing in health, creating meaningful experiences, or giving back to the community. Don't miss this insightful conversation! 🎧 Watch or listen to the full episode to learn practical tips on achieving a balanced and fulfilling retirement. 👉 https://lnkd.in/eZnNMEpZ
Transitioning from a lifetime of diligent saving to one of mindful spending can be one of the toughest adjustments for new retirees. 🏦➡️💸 After years of watching your investments grow, the idea of drawing down on those savings can feel counterintuitive—maybe even anxiety-inducing. In our latest article, we explore the psychological challenges and share strategies to help you embrace this new chapter with confidence. Don't let old habits hold you back—discover how to enjoy the fruits of your labor! #RetirementPlanning #MindsetShift #FinancialIndependence
Unlocking Financial Independence: EWA's Investment Principles for Success We are excited to share EWA's Investment Philosophy – a roadmap to achieving long-term financial independence! At EWA, we believe that financial success starts with a strong foundation. Our investment philosophy is built on four key principles: 1️⃣ Asset Allocation: Diversify your investments across eight different asset classes to balance risk and return effectively. It's like having a diversified toolkit to weather any storm. 2️⃣ Diversification: Within each asset class, invest in multiple companies. This minimizes risk and makes your investment portfolio more resilient. Remember, it's harder to break many pencils than just one! 3️⃣ Long-Term Perspective: Patience pays off. Historical data shows that markets tend to grow over time. Short-term fluctuations are just noise. Stay focused on your long-term goals. 4️⃣ Asset Location: Choose the right accounts for your investments based on tax implications. High-growth, higher-risk assets in tax-free accounts like Roth, and safer investments in tax-deferred accounts like a 401(k). These principles are your roadmap to achieving financial independence while minimizing unnecessary risks. But remember, a plan is only as good as its execution. Regularly review and adjust your strategy to stay on track!