To quote Dr. Seuss, "The more that you read, the more things you will know. The more that you learn, the more places you'll go." Growing up, teachers and
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I LOVE that I had the childhood that I did – playing outside for hours on end with little to no supervision, climbing on metal playground equipment, Saturday
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In the world of investing, uncertainties abound and, as investors, we are confronted with pivotal questions. “Have interest rates peaked? Will the U.S. have a
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My husband likes to tell me not to anthropomorphize our dog by giving him human feelings and emotions. But the reality is that humans have done such a good job
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As a financial planner, I often hear clients comment that their teenage, or even young adult children, have a limited understanding of savings and investments
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The Rolling Stones originally released their single “Time Is On My Side” in the U.S. in September 1964. It became their first U.S. top ten hit, peaking at
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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
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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
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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
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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
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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
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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.
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