Blog2023-12-19T11:42:02-08:00

Our Blog and Newsletters

Have a Retirement Account? Be Prepared for Your RMDs!

September 7, 2021|Financial Planning, Retirement Planning|

If you’ve contributed to a 401(k) or IRA, you should prepare a strategy for your RMDs (Required Minimum Distributions). After many years of enjoying tax free growth, your retirement savings from non-Roth (i.e. traditional) accounts will eventually be subject to tax. Rather than be caught off guard, take control and learn the ins and outs [...]

3 Priceless Pieces of Retirement Wisdom

September 3, 2021|Retirement|

You've worked the majority of your life and deserve to have many blissful years ahead. With a proper plan and execution strategy in place, you should be on track to accomplish your retirement goals and dreams. But while working on your finances, take time to consider these three priceless pieces of retirement wisdom. The first [...]

The Retirement Fingerprint – September/October – 2021

August 30, 2021|Newsletters|

Today’s automobile isn’t just about engines and gears, pistons and knobs. People choose their cars just as much for technology as horsepower. That seems to be the direction in which we continue to journey, with tech firms very much in the driver’s seat.

Plan for the Tax Rates of the Future

August 30, 2021|Tax Planning, Taxes|

Retirees may no longer receive taxable income from an employer, but they will likely receive income from other sources which can be taxed. And while we know what the tax rates are now, we don’t know what they’ll be in 10 or 20 years – or even one year from now. This is why it's [...]

How This Generation Will Influence Culture

August 27, 2021|Lifestyle, Retirement|

By the year 2035, Americans 65 and older are expected to outnumber those under 18 for the first time in our country’s history.[1] In a culture that tends to glorify youth and doesn't know how to handle older American's problems, this will mean some major changes. Whether it's through celebrities who refuse to retire, retirees [...]

3 Celebrities Who Refused to Retire

August 20, 2021|Lifestyle|

It’s always a bit jarring to see the actors and actresses of your youth in the present – sometimes they become unrecognizable with age or disappear from the spotlight altogether. However, there are those rare gems whose talent is ageless and simply refuse to stop working. We can learn from their wise words about aging [...]

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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