Our Blog and Newsletters
Is Any of Your Stuff Valuable?
If you’ve lived somewhere for years, you’ve probably accumulated a lot of possessions. Maybe you’re running out of space, or you’re embracing the “spark joy” minimalist movement. Either way, having less clutter in your living space and better organization can help make a world of difference. If you’re looking to declutter, you might look into [...]
What is a Roth Conversion and Should You Do It?
When you think of your major expenses, you might think of housing, healthcare, travel, or something else. But have you considered that taxes could be your biggest expense, even in retirement? There could be ways to reduce your tax burden today and tomorrow, including a Roth IRA conversion. What is Roth IRA vs. a Traditional [...]
New Activities to Pick Up in Your Retirement
When you finally leave the workforce, there are so many exciting aspects of your life to look forward to. During the shift from the workforce into retirement, you may find yourself with more time on your hands than you had anticipated. If you do find yourself with some extra time to kill, here are a [...]
3 Uncertainties You Could Face in Retirement
The only certainty in life is that there will be uncertainties. However, that doesn’t mean you can’t create a plan to address them. Retirement shouldn’t be a time of anxiety or worry; it should be a time when you feel more financially secure and can enjoy the money you’ve worked hard to earn for decades. [...]
How Will You Want to Receive Long-Term Care?
There is a shift away from providing long-term care services in hospitals and nursing homes to providing care in individuals’ homes. This was happening before the pandemic, but the trend is now accelerating for several reasons. Many nursing homes did not allow visitors for months during the pandemic, understandably leading to many worried families and [...]
How the Millionaire Next Door Can Approach Retirement Planning
Many of today's retirees are the wealthiest retirees of all time. Rising home values, strong market returns, and a generation of dedicated workers mean that there are more millionaires than ever. But, even if you have built a substantial nest egg, you may not feel like a millionaire and may be worried about how [...]
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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