Blog2025-02-26T16:16:54-08:00

Our Blog and Newsletters

5 Unique Risks for the Affluent Investor

October 10, 2022|Investing, Stock Market|

You may think that as a high-net-worth individual, or even a millionaire next door, you may have an easy road ahead in maintaining your wealth. But a greater amount of wealth to protect introduces unique challenges that are specific to the size of what they have to protect. Although many investing and wealth-preservation principles apply [...]

The Pros and Cons of Owning a Second Home

October 7, 2022|Financial Planning, Investing|

Second homes can be places for families to gather, lucrative investments, or a mix. Think about what your long-term goals are and how buying a second home would help you achieve them. Is it a place for your family to gather? A place for you to enjoy a particular natural landscape? Or is it a [...]

3 Questions You May Have About Medicare

October 3, 2022|Medicare|

With market volatility and inflation affecting people’s finances, talk about investment strategies and portfolio longevity seems to dominate retirement planning conversations. But one of the most important aspects of retirement is often overlooked in these conversations: healthcare costs. There are many unexpected costs in retirement, but healthcare is one of the largest spending categories on [...]

A Guide to Retirement Planning for Couples

September 30, 2022|Retirement Planning|

If you’re married, retirement planning is a team effort. Or at least, it should be. While discussing finances and estate planning can easily fall by the wayside, it’s important to prioritize with your spouse. Whether you both retire around the same time, at different times, or one spouse hasn’t worked outside the home in many [...]

A Financial Advisor Can Prepare You for A Wintery Market

September 28, 2022|Financial Planning, Stock Market|

When the winter season comes around, you’ll likely have to adjust your routines and prepare for the cold. If you’re in colder states, you may be looking to purchase a new winter coat or snow boots, or skiing equipment for your winter holidays. Or you may be restocking your snow salt for what are soon-to-be [...]

Please note that these publications and appearances occurred before West Wealth Group became a Federally Registered Investment Advisor. They have the disclosures that were required by prior firms and have not been updated in an effort to be transparent and not confuse our clients and prospects.

Archives

Categories

Fill out the form below to receive your copy of The Retirement Fingerprint ®

Go to Top