Our Blog and Newsletters
Be Part of the 4% When it Comes to Social Security
According to a recent study, only 4% of retirees claim Social Security benefits at the optimal time, losing out on an average of $111,000 per household.[1] There are many things to consider when choosing how to claim your benefit, and there’s no one-size-fits-all formula for maximizing it. Consider your unique situation and read these tips [...]
3 Important Lessons from The Beverly Hillbillies
Although you may not have ever struck oil, you’ve already won the retirement lottery by working hard to save and benefiting from market growth and home appreciation. Now the question is how you'll make your small fortune last the rest of your life. We can learn three important lessons from The Beverly Hillbillies as to [...]
Where Could Interest and Tax Rates Be Headed?
Are you aware of the latest news that could affect your money? We recently heard from Federal Reserve Chairman Powell regarding interest rates, plus the Biden administration released a “Green Book” outlining some potential tax-increasing measures. There are several big changes proposed, and if they come to fruition, you may need to review your tax [...]
Why the Future isn’t Always What You Expect
You might have a lot to look forward to in the future. Maybe your children will graduate from college, maybe you'll become a grandparent, and of course, you’ll retire! We’ll also probably see some significant technological advancements and interesting global developments, but no one knows what for sure. Sometimes life throws us a curveball – [...]
4 Major Retirement Challenges to Overcome
Today’s retirees may be the richest the world has ever seen with Baby Boomers holding more than half of U.S. household wealth as of the end of 2020.[1] While you may be looking forward to traveling, working on your golf game, or retiring early to enjoy more free time, you first have to overcome some [...]
Do We Live In An Ageist Society?
America has an aging population, and many of our most successful individuals are middle-aged or older. Yet, there seems to be evidence of widespread ageism. Sometimes it can be seen in a seemingly benign birthday card depicting age as something to laugh at or feel bad about, but other times it takes the form of [...]
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.
Talk with BML Wealth Management
Schedule Your Retirement Strategy Session
A Complimentary 15 Minute Call