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

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Defined-Benefit vs. Defined-Contribution Plans

July 31, 2023|Retirement Income, Retirement Planning|

The following two types of retirement savings methods may sound similar, but there are a lot of important differences that might be useful for you to know if you’re looking to get a better understanding of what retirement might look like for you. Defined-Benefit Let’s start with a defined-benefit plan. These types of plans commonly [...]

Inflation May Finally Be Slowing Down!

July 24, 2023|Economy, Financial Planning|

Inflation has been a hot-button issue in finance and politics lately. You may have noticed changes in inflation yourself if you went to buy something and it was much more expensive than you expected. Eggs are a great example of this. In 2022 the price of eggs went up by 59.9% due to an outbreak [...]

Retirement Tax Strategies to Consider

July 17, 2023|Retirement Planning, Tax Planning, Tax Strategies|

How you handle taxes and when you are taxed are two of the most important factors when it comes to retirement planning. If you are putting together the puzzle pieces of your retirement plan and you are curious about some strategies related to taxes and retirement, here are some possible options: Consider a Roth IRA [...]

Using Your House to Fund Your Retirement

July 10, 2023|Financial Planning, Real Estate, Retirement Planning|

It is possible for a person to end up in a situation where they have a lot of money in a home but don’t have a lot of money in the bank. If you have been paying off your mortgage for years, your equity in the home could amount to a lot of money. But [...]

The National Debt Ceiling and How it Could Affect You

July 3, 2023|Government|

What is the Debt Ceiling? The national debt ceiling is the amount of money that the United States Government is allowed to borrow to pay for its expenses. These expenses include things like Social Security and Medicare benefits, tax refunds, military salaries, and interest payments on outstanding debt the nation may have. The United States [...]

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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