Our Blog and Newsletters
Four Common Retirement Mistakes You Could Be Making
Practice makes perfect, but unfortunately, retirement isn’t something you can practice. It typically happens one time, and there may not be many opportunities to learn from your mistakes. The best way to avoid making mistakes in the first place is to educate yourself and create a plan. Here are some common retirement mistakes you could [...]
Gift Ideas for Graduation Season
It’s graduation season, which means you might be attending a few graduation parties soon. Gifts aren’t always expected, but it can be nice to give a graduate something they can use. Gifts don’t always have to be expensive or cost money at all – here are some gift ideas for graduation season. If you were [...]
Three Unexpected Taxes in Retirement
When we think of major retirement expenses, we often consider housing, healthcare, and that trip of a lifetime we’ve been dreaming about for years. But, we often fail to consider what could potentially be our biggest expense – taxes. Many of your sources of income in retirement are taxable, so don’t overlook these three unexpected [...]
Will You Go Part-Time Before Fully Retiring?
While many look forward to retirement, it can be a difficult transition when it really comes down to it. Some people don’t know what to do with all of their free time and miss the personal connections that work used to provide. Perhaps that’s why more people are opting to go part-time before fully retiring. [...]
The Retirement Rules Could Change Soon – Have a Response
If you have a financial plan in place, you may think you’re set. However, the rules of retirement are always subject to change. We’ve seen new retirement legislation in the last few years and could see more soon. It’s important to understand how you could be affected and think about how you will respond. The [...]
What Is Ageism and How Can You Overcome It?
Ageism is discrimination against someone based on their age. It can happen in overt or subtle ways, in the workplace and in our daily lives. There are plenty of negative stereotypes about older people that can affect how you think about aging. It’s important to think about how to overcome ageism and negative thinking about [...]
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.
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