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16 reasons why CPAs prefer IUL to MFs
It’s not just about the death benefit. Have you heard about the remarkable savings vehicle that offers the appeal of market-linked gains...
Santoshi Pathak
Jan 16, 20218 min read


3 Major Events during Life Time - Is planning for these enough? Are we missing Life's other Risks?
There are 3 major events in everyone life that needs planning and these are the ones that are generally covered by 99% of our Financial...
Santoshi Pathak
Nov 1, 20201 min read


Financial Checkup - we are the MONEY Doctors
Thanks for patiently listening in EWA’s mission/vision and how we are trying to help our clients achieve their financial wellness by...
Santoshi Pathak
Nov 1, 20202 min read


Equal Wealth - what does it mean?
“If we command our wealth, we shall be rich and free. If our wealth commands us, we are poor indeed.” Edmund Burke Most people think of...
Santoshi Pathak
Oct 31, 20204 min read


SECURE Act - How does this impact your retirement plans?
Major Highlights of the SECURE Act KEY TAKEAWAYS The SECURE Act became law on Dec. 20, 2019. The Act pushes back the age at...
Santoshi Pathak
Oct 31, 20201 min read


100 Must-know statistics about Long Term Care
In my years of speaking to groups of retirees and pre-retirees, I've learned that there are a handful of topics that will send an event...
Santoshi Pathak
Oct 31, 20208 min read
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