Morning Margaritas
While waiting to meet a client for coffee at the country club one morning this week, I could not help but listen in on a group of men...
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Laura West
Best Places To Invest College Funds
There are several long-term saving plans designed to help save for educational needs. Three common college savings plans are 529...
Laura West
Protect Yourself Against Identity Theft
Consider that moment of panic when you can’t find your wallet or purse. What runs through your mind? These items contain a lot of...
Laura West
Fundamental Estate Planning Tools
Many people believe estate planning is only for the wealthy with large financial “estates”. The reality is that estate planning makes...
Laura West
Leave A Legacy With A Stretch IRA
Are you someone who does not need income from your Traditional IRA to fund your retirement? If so, then consider the “Stretch IRA”...
Laura West
When To Start Collecting Social Security Benefits?
Making the decision about when to collect Social Security retirement benefits is one that could have an impact on your financial security...
Laura West
Will you outlive your retirement assets?
The oldest verified person on record in the US is 115 years old! If that person retired at age 65, they lived 50 years in retirement! ...
Laura West
To "Roth" Or Not
"It Depends.” My clients hate it when I say that in response to their question about whether or not to contribute to a Roth IRA or Roth...
Laura West
Is Long Term Care Insurance A Good Idea?
There is a good possibility that you or your spouse will eventually require some form of long-term care. According to the U.S. Department...
Laura West
What Are The Tax Advantages Of An Annuity?
The Hypothesis. Financial professionals selling annuities promote the benefits of tax-deferred investment growth with guaranteed...
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