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

Our Blog and Newsletters

2 Ways to Take Care of Debt in Retirement

September 18, 2023|Financial Planning, Retirement Goals, Retirement Planning|

The unfortunate reality is that many Americans are now headed into retirement with some amount of debt.[1] In 2016, almost 61% of Americans were moving into the retirement stage of their life with unpaid debt.[1] And while you may think that your expenses will decrease once you retire, that isn’t always the case.[1] Sometimes, your [...]

The Role of Charity in Your Retirement

September 12, 2023|Uncategorized|

Everyone wants to give back in one way or another. After you’ve spent your whole life working, you may find that in retirement, you want to give some money to charity. But if you are living off of income streams from sources like your retirement accounts and Social Security, you may be worried about finding [...]

A Strategy Guide for When to Claim Social Security

September 5, 2023|Social Security|

Deciding when you claim Social Security is a key part of the puzzle for your retirement plan. You can withdraw as soon as you turn 62, but you can also delay your claim until you are 70 years old. There are pros and cons to each, so how do you know which age is right [...]

Should I Convert My 401(k) To A Roth IRA?

August 27, 2023|Investing, Retirement Income|

Let’s say you’ve just changed jobs. What are you going to do with your 401(k)? You may be able to convert your 401(k) to a Roth IRA, but is that a good option for you? In this article, we’ll talk about what happens when you make this conversion and give you some examples of different [...]

Understanding Your Savings Goal – How Much Do You Really Need to Retire?

August 14, 2023|Retirement Goals, Retirement Income, Retirement Planning|

“How much do I need to retire?” This is one of the most frequently asked questions in the world of retirement finance. If you don’t have a lot of retirement planning experience, it can also be a tough question to answer. This article will hopefully give you some sense of where you might want to [...]

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.

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