Looking Beyond the Uncertainty of Elections and COVID
The year started out with so many aspiring "visions" for 2020, but no one would have imagined what we have been through since the...
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Jeanna Nation
Tips to Avoid Lifestyle Creep
As you move through your career and begin to earn more over time, you may feel like there is not a lot of extra money left over. If so,...
Jeanna Nation
What Does Being Rich Mean For You?
Recently, my daughter asked me what being rich means. For her, at six years old, it was an innocent question as kids are wanting for many...
Laura West
Will Generation X Be Ready For Retirement?
So much attention seems to be focused on the Boomers and Millennials, and the financial needs of Generation X (people born approximately...
West Financial Advisors
Look Up the Status of Your Economic Impact Payment
Are you wondering if you qualify for the economic impact payment? Follow this link to the IRS website to find out. Follow this link to...
Joe Hart
How to Avoid a Tax Surprise
Nobody likes a surprise at tax time. For people who are not self-employed, a good way to ensure your payroll withholding is accurate is...
Jeanna Nation
Should I Refinance My Mortgage?
Mortgage rates dropped to all time lows earlier this month. The average 30-year mortgage rate is 3.36% and the average 15-year mortgage...
Laura West
Is Your Planned Retirement Age Realistic?
Is your planned retirement age realistic? According to many studies, the answer is no. The Employee Benefit Research Institute 2019...
West Financial Advisors
More Taxpayers Claim Standard Deduction
The chart below from the IRS shows more taxpayers claimed the standard deduction this year versus the prior year, from all income levels....
Laura West
Millionaire Women Next Door
Do you have what it takes to be a millionaire woman? According to the book “Millionaire Women Next Door” the most common factor of...
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