Read West Financial Services' blog.
Feb 2021
What’s in Your (Digital) Wallet?

If you want to own Bitcoins or any other cryptocurrency, you need to have a digital wallet. The purpose of a digital wallet is to provide a space to send and receive cryptocurrency and to store private keys. Private keys are known only to the owner and are needed to authorize transfers. In the cryptocurrency system, a user’s “wallet” or account address has a public key (like a bank account number). The private key (like your ATM PIN number) is known only to the owner and is used to sign transactions.
Jan 2021
Paying for College – Top 529 Plans

In this, the first in our series of blog posts around paying for college, we take a look at the Morningstar report regarding the top 529 College Savings Plans.
Jan 2021
Traveling to Europe in Times of COVID

It seems strange (and difficult) to travel outside of the U.S. during the COVID-19 pandemic, but when you have family across the world, like I do, then you may have no choice.
Dec 2020
Get Credit When Credit is Due

Credit cards offer convenience and safety for purchases. During this pandemic, credit card transactions are an even more attractive option for contactless payments. However, consumers need to make sure their cards are managed appropriately. Accumulating desired perks is attractive, but maintaining credit scores, minimizing interest costs and fees, and managing balances are more important. Below are a few guidelines for using credit cards to your advantage, while still being a responsible consumer.
Nov 2020
Digital Love – Planning for Your Digital Assets

In order to develop a digital asset plan, first we need to define digital assets. In general, digital assets are a form of personal property, including emails, social networking sites, digital collections, and cryptocurrencies.