Blog2023-12-19T11:42:02-08:00

Our Blog and Newsletters

The Generic 60/40 Portfolio May Need an Examination

December 11, 2023|Investing|

As the holidays approach, you may be rounding up your finances for the end of the year. If so, one thing you may want to keep an eye on is the design of your financial portfolio. Your portfolio may not be set up with the best possible spread of investments and assets. If you’re using [...]

Help Boost Your Income with These 3 Strategies

December 4, 2023|Retirement Income, Retirement Planning|

Do you feel like you have enough saved for retirement? Do you have anything saved for retirement? If your answer to either of these questions is no, then our advisors may have some strategies to help you turn your retirement income strategy around. Here are some things that our advisors recommend when it comes to [...]

What to Expect When Working with a Financial Advisor

November 27, 2023|Financial Planning|

Working with a financial advisor is a big deal. In the same way a good doctor may know key aspects of your personal health, a good financial advisor will know the crucial aspects of your financial situation–all to help you improve your financial health and retirement longevity. That’s why it’s important to know what to [...]

Understanding the Four Phases of Your Retirement Budget Strategy

November 21, 2023|Retirement Income, Retirement Planning|

One way of thinking about retirement is that it happens in phases. The length of each phase and the strategies for each are going to differ from person to person, but this can be a helpful way to break down a very complex topic. We’re going to break down each one of the phases and [...]

Take Advantage of These Tax Strategies Before the Year Ends

November 13, 2023|Tax Planning, Tax Strategies|

We’re coming up on the end of the year, and while it’s a time to take a break and enjoy the holiday season, it’s also a good time to consider tax strategies that may benefit you. Because taxes are calculated from January 1st to December 31st of each year, and certain retirement rules and laws [...]

4 Birthdays Crucial to Your Pre-Retirement Plan

November 6, 2023|Retirement Planning|

There are many important birthdays when it comes to retirement planning. So, as you approach your retirement, it’s crucial to have a few of these in mind as key milestones. Here are 4 important birthdays to make note of as you set up your financial future:   Catch-Up Contributions Begin at Age 50 When you [...]

Please note that these publications and appearances occurred before West Wealth Group became a Federally Registered Investment Advisor. They have the disclosures that were required by prior firms and have not been updated in an effort to be transparent and not confuse our clients and prospects.

Archives

Categories

Talk with BML Wealth Management

Schedule Your Retirement Strategy Session

A Complimentary 15 Minute Call

Name(Required)
Go to Top