Growing Up (At Home?)

By Kristan Anderson, CFP®, CEBS®
My son is looking for his first apartment without a roommate. I’m worried that he won’t find anything in his price range by the time he has to move out of his current place. I don’t want him to not have a place to live, but I don’t want him back home, either.
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When You’re Ready, Come and Get It

By Kristan L. Anderson, CEBS®, CFP®
We tend to get a lot of questions regarding Social Security. Some older clients are interested in claiming strategies to maximize their benefits, while younger clients ask whether Social Security will even be around when they reach full retirement age.
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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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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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Prioritize Savings Now

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. But in order to get to that extra one percent, you have to be maintaining a positive cash flow. And the best way to establish and maintain savings is to prepare a budget.
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