2019 West Financial Advisors 
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August 15, 2019

Maintaining perspective is critical for investing success.  Yesterday's market decline of 3% or more has happened 307 times over the last 100 years.  Market volatility is a normal part of investing over the long-term, despite the sensationalized headlines from the medi...

The chart below from the IRS shows more taxpayers claimed the standard deduction this year versus the prior year, from all income levels.  The Tax Cut and Jobs Act (TCJA) changed the law to limit certain itemized deductions and increase the standard deduction, making i...

Are you considering moving in retirement? Recently, SmartAsset released their Top 10 States Where Retirees Are Moving. Most of the Top 10 appear to be places with mild climates and many have low or no state income taxes.  

Escaping the cold winters is a c...

Effective immediately, West Financial Advisors' new address is:

     111 East Grand Avenue, Suite 412
     Des Moines, IA  50309

Stop by to visit us soon!

April 26, 2019

Individuals who work with a planning focused financial advisor make the best overall financial decisions. This was the finding of a recent Journal of Financial Planning article which looked at the impact that transactional vs. planning advisors have on clients. The stu...

April 11, 2019

Do you have what it takes to be a millionaire woman? According to the book “Millionaire Women Next Door” the most common factor of financial success named by millionaire women is perseverance.  

The millionaire women researched in the book shared other es...

Check out the construction progress on our new office on the fourth floor of 111 East Grand Ave in the Des Moines East Village.  Our planned move in date is around mid-May.

March 22, 2019

“The Millionaire Next Door”book is one of my all-time favorites.  It shows how common perceptions about the typical millionaire are not true.  For example, many people are surprised to learn millionaires tend to be first generation wealth accumulators, who built their...

March 1, 2019

Navigating the complex world of healthcare is confusing, and unfortunately that does not change when you are eligible for Medicare. This article discusses some of the key items to remember when enrolling in Medicare.

First, don’t miss the enrollment deadline. You may en...

February 13, 2019

For people who want to retire early there is a long list of factors to consider before making it official. Finding a solution for health insurance before you become Medicare eligible at age 65 is close to the top of the list. Below are a few options to explore.

The Cons...

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