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

Our Blog and Newsletters

3 Questions a Financial Advisor Can Help You Answer

April 26, 2020|Financial Planning|

A 12 year-long bull market run recently came to a close, and many Americans have experienced the effects. For those nearing or in retirement, this can be especially worrisome. If you’re wondering what your course of action should be right now, you should consider your risk tolerance, where the market is heading, and how you [...]

A Guide to the CARES Act for Americans Age 50 and Over

April 19, 2020|Financial Planning, Government, Health and Wellness|

President Trump signed the Coronavirus Aid, Relief, and Economic Security (CARES) Act into law to help Americans combat the economic effects of the coronavirus. It includes potential tax breaks, checks for qualifying Americans, and temporary new rules for retirement account withdrawals. Here’s a guide to the CARES Act for Americans 50 and over. Checks for [...]

Should You Claim Social Security Early Due to Financial Hardship?

April 12, 2020|Financial Planning, Social Security|

If your financial or employment situation has changed due to coronavirus, you may be rethinking your Social Security claiming strategy. While you can claim Social Security benefits as early as age 62, you will receive a permanently smaller benefit. If you wait to claim past your full retirement age, your benefit will increase by 6 [...]

The Retirement Fingerprint – March/April 2020

March 20, 2020|Newsletters|

What’s the Price of Oil Got to Do with You? Gasoline prices change due to fluctuations in oil prices, which are caused by varying levels of production and supply reserves. Crude oil production levels are affected by a wide range of factors, from natural disasters to political unrest in Middle Eastern countries.

Spring Cleaning Your Retirement Accounts

March 4, 2020|Retirement Income, Wealth Management|

By the time you’re ready to retire, you’ve probably had a number of jobs over the course of your working life. In fact, according to the Bureau of Labor Statistics, Americans hold an average of 12 different jobs by age 50. This means that it’s likely you also have more than one 401(k) account, leaving [...]

4 Reasons to Plan for Long-Term Care Costs

February 22, 2020|Financial Planning, Long-Term Care|

There’s a 70% Chance You’ll Need Long-Term Care We can all celebrate an increasing life expectancy as we look forward to our golden years. In 1950 the life expectancy for American men was 65.6, and 71 for American women.[1] Now it’s 76.3 for men and 81.4 for women. Of course, many people live to be older [...]

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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