2020 West Financial Advisors 
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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...

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...

January 28, 2019

Experts in the field of behavioral finance have done much research on the emotional reasons why people are savers versus spenders. Being a saver is typically good for your financial security, but it may come with some emotional baggage.

People who save may not just be s...

October 20, 2017

As the number of financial advisors retiring increases there is a new ‘crop’ of younger advisors entering the industry. People may shy away from hiring a younger advisor because they want someone with ‘experience’. Here are a few reasons why working with a younger advi...

July 13, 2017

Last week I blogged about the newlyweds out there, and what they could do to start their financial journey on the right path. Today we are going to talk about another type of newlywed, the newly remarried. The newly remarried couples have interesting financial consider...

July 7, 2017

The State of Iowa offers the generous IPERS benefit to its employees.  Want to learn more?  Here is a quick recap.

Contributions:  Currently, those who are regular members of IPERS pay 5.95% of covered wages into the IPERS system, and the employer matches with 8.93...

June 6, 2017

As we start the month of June, wedding season is upon us. June tends to be a wedding haven due to its mild weather, yes mild, and long days. If you or someone you know will be getting married soon, keep these 5 tips in mind when navigating finances as a couple:

  1. Comm...

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