Gain an understanding of Social Security including:
- What is Full Retirement Age?
- How Benefits are Calculated
- Beginning Benefits at Various Ages…and more
All is change; all yields its place
News & Insights
West Financial Services appreciates sharing our knowledge and perspective on Wealth Management topics so that individuals and families can achieve financial success. Please review our quarterly Investment Management and Financial Planning newsletters and contact us if you have any questions.
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May 8th, 2013
May 1st, 2013
It was a fitting end to a remarkable quarter for the equity markets. The Standard and Poor’s 500 Index inched up on the last day of trading to close at an all-time high, four points above the previous record achieved back in October of 2007. This also marks a significant increase of 135% from the March 2009 low. Read more.
March 26th, 2013
February 21st, 2013
Charles Schwab and Fidelity have delayed the mailing of their investor tax statements (Combined Form 1099S) due to complexities of the new tax reporting requirements. We have been informed by Fidelity that they expect all Form 1099s to be mailed by February 28th. Charles Schwab and Company has also informed us that they expect all Form 1099s to be mailed by the end of February. You should expect to receive your 1099s from Charles Schwab or Fidelity by the first week of March. If you have not received your Form 1099s by early March or need them sooner, please contact us.
February 8th, 2013
The new tax act, formally known as the American Taxpayer Relief Act (ATRA), was signed into law January 2nd, with most provisions taking effect January 1, 2013. The new act writes very few new provisions into tax law but rather extends and makes permanent many provisions that expired in 2012 or earlier years. Some changes also resulted from the Affordable Care Act that became law in March 2010. Read more.