Young at Heart

By Glen Buco, CFP®
Last month we celebrated the day of my 40th anniversary with West Financial! How did that happen? To be honest, it hardly seems like it's been 40 years – and that is a gift. As I have aged, the clients have aged with me. We now have 95 clients aged 85 and older. The oldest client I have worked with was 104, and was she a character!
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In Support of Music

By Kristan L. Anderson, CFP®, CEBS®
Anyone who knows me, knows that I love music. I sent both of my kids through the School of Rock program from elementary school through high school. My daughter still works for them during her college breaks and is in a band, herself. So, I’m very interested in how music is made and shared, and how artists profit from their efforts over time.
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Family Conversations at the Holidays

By Laura Nash, CFP®
When families get together to celebrate the holidays, it is a great opportunity to discuss wealth transfer with the next generation. Too often, families do not communicate about finances and are not educated on the basics of estate planning.
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Risk on, Risk off

By Brian Horan, CPWA®
If recent stock market gyrations have given you some sleepless nights, we have some thoughts on what you can do to reset and face the challenges ahead. While declines of 20% or more are expected to happen from time to time, a loss on paper is just that, and now is a good time to reassess how you are feeling as an investor in today’s market.
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Prioritizing Yourself

By Rick Gibson, CFP®
Panic! At the Disco sings about having high hopes, shooting for the stars, and having a vision. It often can be easy to lose sight of your goals in the midst of a busy schedule. Shoot, it is even easier not to set goals for yourself in the first place. Between work obligations, family commitments, and the occasional global pandemic, you may not even think about giving yourself the time to set goals.
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Hey Gen X! Life has come at you pretty fast!

Laurie Kramer, CFP®
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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I Owe How Much?

By Kristan Anderson, CEBS®, CIMA® | Dir. Of Retirement Plan Services & Dir. Of Financial Planning
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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Back to the Basics

By Abby Just | Senior Portfolio Manager
On the first Sunday in May, Waitara and I competed in our first horse show of the season at Turner Farm in Great Falls. It rained. It was cold. We had fun, mostly. Dressage is a bit like portfolio management, part art and part science.
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