Back in May 2023, I wrote about investing in a dog’s mental health. Here we are, more than a year later and I thought I’d catch you up
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It is a loaded question and one that changes depending on what need or want you are referring to.
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It all started with magazines and the thrill I got with each delivery. There was a whole new world of information and potential to explore each month.
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With so many Gen Zers moving into the work force and establishing long term careers, their focus starts to shift to the next symbol of adulthood – owning a home
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We wrote two articles in 2022 about Treasury Series I Savings Bonds, given their popularity that year. If you need more information on how these saving bonds
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A few months ago, I realized that I needed some help.
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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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