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Oct 2021

Prioritize Savings Now

Mother teaching daughter to save using a jar. West Financial Services
By Kristan L. Anderson, CEBS®, CFP®, Dir. Of Retirement Plan Services & Dir. Of Financial Planning and Rasti Nikolic, Associate Financial Planner
When we meet with retirement plan participants, an almost universal recommendation is to try to increase savings each year by one percent.
Jul 2021

The Biggest Purchase of My Life – Part I

Three house icons with a magnifier glass. West Financial Services.
By Ryan Streilein, CFA®, Equity Analyst
During the pandemic, my fiancé (now wife) and I arrived at the conclusion that a one bedroom, 750 square-foot apartment is not ideal for two people and a dog to share 24-7 for an extended period of time.
Jul 2021

Cryptocurrency in Your Estate Plan

Coins West Financial Services Cryptocurrencies
Rasti Nikolic, Associate Financial Planner
Cryptocurrency is a digital or virtual currency that uses cryptography for security. Each cryptocurrency uses a unique electronic address for transfer between users’ digital wallets. The user must have a ‘private key’ to be able to move cryptocurrency. If the
Jun 2021

Track Attack

Dana Tomisek, West Financial Services Director of IT & Client Services entering a sports car
By Dana Tomisek, Director of IT & Client Services
We arrived at the Charlotte Motor Speedway on a warm July morning. I had been there over 10 years prior to watch a race, but this time I was going to be the one behind the wheel. My stomach was in knots!
Apr 2021

Buy vs. Lease — Car?

Clear piggy bank with white sedan on to of coins. West Finances Services.
By Kristan Anderson, CEBS®, CFP® | Dir. Of Retirement Plan Services & Dir. Of Financial Planning
Last summer, my daughter wanted her own car, to get to work and show rehearsals. But I didn’t feel like we needed to buy another car, specifically for someone who was going off to school soon. So, I was left with the task of figuring out how to provide transportation, without creating unnecessary long-term costs. This led me to the question: When should you buy a car, versus lease? It’s complicated and, like a lot of financial decisions, depends on a number of circumstances.
Mar 2021

Who Let the Dogs Out?

By Kristan Anderson, CEBS®, CFP® | Dir. Of Retirement Plan Services & Dir. Of Financial Planning
As an independent young adult, soon after I brought home my first puppy, I found myself in the vet’s office. He had apparently ingested a piece of metal, making him throw up repeatedly.