Our Blog and Newsletters
4 Things You Can Do By the End of the Year to Help Lower Your 2020 Tax Bill
Here come the holidays and everything that goes with them – traveling, cooking, buying gifts, and of course, spending time with the people we love. It’s a busy time of year when finances can take a back seat, but don’t wait to review your tax situation. Here are four things you can do by the [...]
Transitioning Into Retirement Is No Small Task
Even though most people look forward to retirement, some forget that losing the structured routines, sense of purpose, and social interactions that work brings can lead to a difficult transition from working to retirement. Recently, a professor at Harvard Business School conducted a study on the mental and emotional effects of retirement.[1] The study found [...]
Note These 3 Retirement Risks
Imagine you’ve saved your target amount for retirement and are on track to receive your optimal Social Security benefit. Many think these are the only things to take care of, but retirement planning consists of much more. It’s also crucial to consider how much risk you’re taking and how much risk your money can manage. [...]
The Benefits of Gardening
Fall is harvest time. Pumpkins, squash, and apples fill grocery stores, and if you have a garden, your own produce might be ready to pick. Of course, not everyone has a garden – gardening can be too time-consuming for people who work full-time or travel frequently. But, one of the great things about retirement is having [...]
Time to Give Thanks: Charitable Giving Before the Year’s End
You're probably looking forward to Thanksgiving, even if it looks a bit different this year or you're not a big fan of turkey. Whatever your Thanksgiving is like this year, it’s a good time to think about how you express gratitude. Some people donate their time or money to a charitable organization, especially around the [...]
The Retirement Fingerprint – November/December 2020
Wealth and income inequality were central issues in the U.S. even before the pandemic. Now, the gap is widening even more. For starters, in 2018 the top 20% of households earned more than half of the rest of the nation’s other income combined.
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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