Our Blog and Newsletters
3 Important Tax Questions to Answer This Year
As we approach Tax Day, you may be gathering your important documents and preparing to file or file for an extension. Once you have everything sorted out, it’s important to consider how your tax situation could change as you near and enter retirement. Here are three important tax questions to answer this year. Why May [...]
Junk or Treasure? Tips for Decluttering Your Home
If you’ve lived in the same place for many years, it’s likely that you’ve accumulated some treasures, as well as some junk. It can be hard to distinguish between the two, especially if you’re prone to holding onto things. If you need to clear some space, consider these tips for decluttering your home. Focus on [...]
Estimating Your Tax Burden in Retirement
Taxes could be one of your biggest expenses in retirement. But once you have an estimate for your tax burden in retirement, you can consider ways to minimize it. The first step towards creating a tax minimization strategy in retirement is looking at how your different sources of income will be taxed. Pensions If you [...]
It’s Time to Re-Frame the Way We Think About Aging
It’s common to hear people complain about getting older, but aging isn’t all bad. A positive attitude towards aging can go a long way towards finding happiness in retirement. There are plenty of things that get better with age, like a fine wine, so why not you too? Here are some wise words that can [...]
Why We Could See More Inflation and Market Volatility
As we saw during the COVID-19 pandemic, what happens somewhere halfway around the world can have a major impact on us. Now, the global economy faces new threats as a result of Russia’s invasion of Ukraine, including spiking energy prices, inflation, and a volatile market. Know how you could be affected and what strategies you [...]
Don’t Procrastinate During Tax Time
Tax Day is April 18th, not the 15th, due to Washington D.C.’s Emancipation Day holiday, so you have a few more days to file your taxes or file for an extension this year than you might have expected. But the 18th will be here before you know it, so don’t procrastinate during tax time this [...]
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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