August 22, 2022
Legacy Planning: What To Avoid
What to Avoid When Creating Your Legacy Plan Ensure your wealth is passed down to the Next Generation By your golden years, you have spent a lifetime gathering wealth, and now it is time to ensure this wealth is passed down to the next generation. Planning the details of how your wealth and assets will…
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West Financial
August 15, 2022
Retirement Income Planning – Why It Is Essential
Why a Retirement Plan is Essential Ensure you live your best life in your golden years Retirement income is the last thing you probably want to think about as you grow older, but it is extremely important. Without a retirement income plan, you run many risks, especially the risk of running out of money during…
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West Financial
August 8, 2022
Retirement Finances: What Type Of Retiree Are You?
What Type of Retiree Are You? Create a Retirement Financial Plan Fit For You Retirement will give you plenty of time to explore your interests and pursue the dreams you have always had, whether those dreams be the opportunity to travel the world or babysit your grandkids every day. It is important to determine the…
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West Financial
August 1, 2022
Retirement Taxes – 5 Things to Know
Taxes as a Retiree: 5 Things To Know Let us make the process simpler for you Taxes are often dreaded by anyone working, but they are also a big dread for retirees. Many times, taxes are confusing after retirement. What do you owe? What is taxable? So many questions are simply left unanswered. Taxes are…
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West Financial
July 25, 2022
Major Retirement Expenses To Include In Your Budget
Major Retirement Expenses To Include In Your Budget Make your Retirement as Stress-Free as Possible When creating a game plan for retirement, the last thing you want to do is forget a major expense. Some costs during retirement may not necessarily be those you noticed every day while working a 9-5. This is new territory…
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West Financial
July 18, 2022
Retirement Budgeting: How To Make Your Savings Last
How To Make Your Retirement Savings Last Determine how much money you need during retitrement You’ve finally made it to retirement and the last thing you want to be doing is worrying if your funds will last. Inflation, market changes, and unexpected events can all be on your radar and you want to make sure…
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