Civilization as we know it is being put on its head, forcing new perspectives and feelings for most people who are just trying to manage day by day and maintain some form of normality. This struggle gives rise to new ideas about living, working, fami...

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed late last year and set in motion real changes for how you will manage their retirement going forward. Here is a break-down of the changes and thoughts for managing the...

This is the second year of the so-called, “Trump Tax Cuts” aka Tax Cuts and Jobs Act, enacted at the beginning of 2018. Controversies around these cuts, other than adding to the national debt, is that it capped itemized deductions to $10,000, includi...

Not so exciting to day-traders is the rationale for why time invested surmounts all other trading strategies. Calendar year returns define the bonus size of portfolio managers and sends the wrong message to investors who have decade(s) of time on the...

If you’ve contributed to a workplace retirement plan and have since left your job, you would then be eligible to rollover your 401(k), 403(b), or 457 plan into a Traditional IRA. There are few reasons to consider a rollover, or not to, depending on y...

After engaging in financial planning, you should expect to receive more than just a plan document. The plan, however important, should correctly include a summary of your financial goals and all the action items to help you reach them. It might also...

It’s that time of year you can elect your benefits through work. Your employer may offer a Health Savings Account (HSA) and/or a Flexible Spending Account (FSA). Here are some differences and how to use both.

Flexible spending accounts, if offered, ar...

If you’re sitting on some cash that you don’t immediately need, it may be worthwhile to review options for socking it away. First off, you should always keep enough cash in case of an emergency or for a looming expense. This is called a cash reserve,...

Life insurance is more than just a strategy to provide for your kids should something happen to you; it's also a wealth accumulation tool. Generally, you should first consider life insurance if you have dependents who would suffer financially should...



If you moved abroad, working, and wondering about your options for saving for retirement, then this article is for you. Unlike in the U.S., it can be less obvious as there are the additional tax and investment considerations that make saving for re...

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©2020 BY EUREKA WEALTH MANAGEMENT.

Eureka Wealth Management is a registered investment adviser in the State of California. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.