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Blogs

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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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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Angel Irazola | Jul 9, 2025

Downgrading U.S. Government Debt Rating and What That Means

Blog
Investments
Personal Financial Planning
On May 16th, Moody’s, the last of the three major credit rating agencies, downgraded U.S. debt...
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Abby Just | May 29, 2025

Soft Eyes

Blog
Investments
Lifestyle
When you are riding your horse in a crowded competition warm up ring, you ride using soft eyes.
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Kristan L. Anderson, CEBS®, CFP® | Apr 28, 2025

Money For Nothing

Blog
Investments
Personal Financial Planning
One thing I’ve never really concerned myself with, until recently, is the subject of government spending.
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Brian Mackin, CFP® | Apr 5, 2025

Maintaining a Long-Term Perspective

Blog
Investments
Personal Financial Planning
Tax Planning
Equity markets have experienced increased volatility over the past month, driven by a combination of factors...
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Kristan L. Anderson, CEBS®, CFP® | Feb 28, 2025

How Much is Enough...Space? Part Three of a Series

Blog
Lifestyle
Personal Financial Planning
I promise that we will eventually get to the topic that most people are interested in hearing about from their financial advisor (that would be money). But in
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Victoria G. Henry, CFP® | Feb 27, 2025

Who needs life insurance? Maybe you!

Blog
Personal Financial Planning
Recently, I had a planning call with a woman who is expecting her first child.
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Abby Just | Jan 2, 2025

Now What?

Blog
Lifestyle
Personal Financial Planning
Retirement Planning
What happens when you achieve a long-sought goal, but sadness is the uppermost feeling?
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Kristan Anderson, CEBS®, CFP® | Dec 18, 2024

On Becoming a Data Analyst

Lifestyle
Digital World
If you know anything about me, you know that I need two things to feel comfortable in most situations: data and context.
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Matt Armendaris | Dec 9, 2024

The Creator Economy

Digital World
Lifestyle
When you think of an entrepreneur in America today, who do you think of? Bill Gates co-founding Microsoft, the largest and most successful software company in
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Brian Horan, CPWA® | Nov 5, 2024

7 Keys to Navigating Market Volatility

Investments
Personal Financial Planning
Tax Planning
Market volatility can be unsettling, especially when you see your investments fluctuating day by day.
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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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