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Blogs

Angel Irazola | Jun 23, 2026

Planning Goes Global

Lifestyle
Personal Financial Planning

Working and living in the D.C. metro area offers some pretty unique experiences – exposure to the country’s capital in all its splendor, a steeped cultural and

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Alan R. Menase, CFP® | Jun 10, 2026

Same Shock, Different World: Oil Prices Then and Now

Lifestyle

Before the oil embargo in the early 1970s, the oil market had stable, low prices. Oil was plentiful and cheap, with little worry about supply or price swings

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Kristan Anderson, CEBS®, CFP® | May 6, 2026

How Target Date Funds May Be the Way

Personal Financial Planning
Investments
Retirement Planning

I’ve noticed a curious shift over the past few years in which more clients are coming in for planning with portfolios consisting entirely of target date funds

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Matt Cohen, CFP®, CIMA® | Apr 1, 2026

Financial Advice I Would Give to My 20-Something Self

Lifestyle
Estate Planning
Personal Financial Planning

I recently celebrated a milestone birthday – though not one that would normally be seen as such. At age 44, I am the same number of years removed from being

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Laura Nash, CFP® | Mar 19, 2026

Solo Aging: Preparing for the Unexpected

Lifestyle
Personal Financial Planning
Retirement Planning

There is something special about working with older adults. I appreciate their wisdom from many years of experience. I enjoy listening to their stories about

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Jack Lawrence, CFP® | Feb 11, 2026

It’s Never Too Early

Lifestyle
Personal Financial Planning
“I don’t have enough money yet to justify an advisor.” This statement came up during a conversation I had recently around the topic of work.
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Alan R. Menase, CFP® | Jan 12, 2026

Controlling What You Can

Personal Financial Planning
Investments

This past year brought significant challenges, especially for those in the public sector. After the longest government shutdown in history, Congress urgently

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Brendan Lyons | Dec 18, 2025

How Fine is “Fine”?

Lifestyle
Personal Financial Planning
Retirement Planning

“Reality charges compound interest on avoidance.”

This is a thought-provoking statement I came across recently. You can apply it to anything in life—health

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Victoria G. Henry, CFP® | Nov 24, 2025

Unwinding Overfunded 529s

Education
Personal Financial Planning
529s can be a great tool for covering education expenses in a tax-efficient manner.
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Made in America? | Small Business | West Financial Services
Kristan L. Anderson, CEBS®, CFP® | Oct 23, 2025

Made in America?

Lifestyle
Personal Financial Planning
My husband is a small business owner and producer of sauces and fermented foods, primarily to sell at our local farmer’s market. While he doesn’t have a Made
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5 Misconceptions About Retirement | West Financial Services
Laurie Kramer, CFP® | Sep 3, 2025

5 Financial Misconceptions About Retirement

Blog
Personal Financial Planning
Retirement Planning
If you are one of my fellow Gen Xers, you are likely between 10-20 years away from retirement! Congratulations – you are getting close.
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How Much is Enough Money? | Part 4| West Financial Services
Kristan L. Anderson, CEBS®, CFP® | Sep 3, 2025

How Much is Enough…Money? Part Four of a Series

Blog
Lifestyle
Personal Financial Planning
“You can never be too rich or too thin.” This quote has been attributed to the Duchess of Windsor, Wallis Simpson, but also claimed by several other people.
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West Financial Services, Inc. (“WFS”) offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”). SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the firm has attained a particular level of skill or ability. You should carefully read and review all information provided by WFS, including Form ADV Part 1A, Part 2A brochure and all supplements, and Form CRS.

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