Just One More Year
Maybe you have had enough of that horrible boss, cannot stand the annoying co-worker any longer, or you just feel burnt out and need a...
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Laura West
People Who Plan For Retirement Have More Wealth
The hardest question we help clients figure out is how much they need for retirement. It is a complex question that includes many...
West Financial Advisors
Review Beneficiary Designations
Planning for the various estate transfer options available and protecting against potential pitfalls can be overwhelming for many people....
Laura West
Take Advantage of Tax Deductions and Credits Available for College Expenses
The chart Tax Credits and Deductions summarizes and simplifies the very complex tax credits and deductions available for various college...
Laura West
College Student Loans are Limited for Students from Working Wealthy Households
Scholarships, gifts from relatives, and the tooth fairy are not reliable college funding sources. And it may come as a surprise to many...
Laura West
Are Tax Savings of 529 Plan Worth It?
The number one question I get from clients about college funding is whether or not to make contributions to 529 Plan accounts. People...
Laura West
College Funding For Working Wealthy
August means back to school! This month we've been focused on college funding. Check out our newest white paper to learn about ways to...
Laura West
Inherited IRAs Not Protected Against Bankruptcy
Last month, the U.S. Supreme Court ruled that “inherited IRAs” are not protected against bankruptcy in the case Clark v. Rameker. It has...
Abby Belvin
Financial Freedom Without Student Debt
Households have higher net worth when they don’t have outstanding student debt, according to data published by the Pew Research Institute....
Abby Belvin
Millennials Who Start Saving Now Will Benefit Later
Being a recent college graduate, the thought of saving for retirement seems crazy. No doubt, other Millennials feel the same. We have...
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