Highlights

August 3, 2022

Hey Gen X! Life has come at you pretty fast!

When I stop to think about it, I find it amazing that most of my friends and family (and myself!) are getting within striking distance of retirement. It doesn’t seem that long ago that I started my career in this industry
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July 6, 2022

I Owe How Much?

For the past few years, we relied on my husband’s start-up business losses as a “saucepreneur” to offset any tax payment shortages throughout the year. In 2021, that strategy failed, for a number of reasons. It never occurred to me that we would have any issue with underpaying our taxes.
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News & Insights

May 17, 2022

Understanding Your Credit Score – Part I

What, exactly does your credit score mean? Briefly, a credit score is a number used to predict how likely you are to pay your bills, or make loan payments on time. It is a three digit number, typically between 300 and 850, with the higher score associated with better credit terms.
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May 17, 2022

To Roth or Not to Roth

That is the question. And in order to answer the question effectively, one must assess both current and future potential tax situations. Taxes are one of very few certainties in life, and they are top of mind this time of year. Usually, we try to delay paying taxes as long as possible.
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April 14, 2022

Investment Management - First Quarter 2022

Stop the Madness! Please do not be alarmed! West Financial is not calling for an end to the NCAA basketball tournaments, despite the fact it would save us from time spent on bracket predictions that are busted the first weekend.
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