Our Blog and Newsletters
Preparing the Next Generation to Inherit Wealth
Estate planning is an important part of retirement planning for many reasons: You've worked hard for your money and want to see it passed down in the most efficient way possible for your loved one’s benefit. Unfortunately, costly mistakes are all too easy to make. Without careful planning and discussion, you could end up passing [...]
You Don’t Have to Downsize to Declutter
If your nest isn’t as full as it once was, or you have more time on your hands in retirement, consider decluttering. Even if downsizing in the near future isn’t part of your desired retirement lifestyle, having less clutter in your living space and better organizing the remaining stuff can help make a world of difference. If [...]
4 Goals to Meet When Crossing the Retirement Finish Line
You have so much to celebrate and look forward to as you near and enter retirement: Retirement means the end of a long career, but the beginning of something new, and the “what” is up to you. The way you finish the race can impact the rest of your retirement, whether you’re approaching retirement or [...]
Can Nostalgia Overcome Aging?
You might think that the more recent an event, the easier it would be to remember it. And you might think that things that happened to you a long time ago would be harder to recall, but the human brain and memory are actually more complex. There is what psychologists call a “reminiscence bump,” which [...]
Age Before Beauty
Despite the fact that America has an aging population, there is ample evidence of ageism happening around us. The way we perceive older adults can limit our roles in society as we age, and a pervasive negative view of aging can have a psychological impact on us. Sometimes ageism can be seen in a seemingly [...]
When It Comes to Social Security, Focus On What You Can Control
Even if you don’t plan to rely primarily on Social Security for income in retirement, it’s still an important part of your retirement plan. Despite its importance, only 4% of retirees claim Social Security benefits at the optimal time, losing out on an average of $111,000 per household, according to a recent study.[1] You might [...]
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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