News & Insights

It’s been a little over two years since the sudden and tragic death of the music legend Prince. In life he was a perfectionist who was meticulous with his public image – notably changing his name to an unpronounceable symbol in the mid-1990s.

AA recent Washington Post article called to task no less than Warren Buffett with regard to the investment choices available to his employees in their retirement plans.

At West Financial, we believe that fixed income is an integral part of a balanced and diversified portfolio. Within the fixed income allocation, our primary focus is to purchase individual bonds for capital preservation, with income as a secondary consideration.

Spousal social security benefits allow a lower earning spouse to use the work record of a higher earning spouse to receive a higher social security benefit than they would have based on their own work record. Benefits are calculated based on the worker’s age and work record at the time of filing.