Are you wondering if you qualify for the economic impact payment? Follow this link to the IRS website to find out.

Follow this link to the IRS "Get My Payment" application to check on the status of your payment, confirm your payment type (direct deposit or check), and e...

The President signed the Coronavirus Aid, Relief, and Economic Recovery Security (CARES) Act into law on March 27th. The new law authorizes $2 trillion in emergency stimulus funding in response to the COVID-19 pandemic. The law includes many provisions, but here is a l...

Steven Mnuchin, US Treasury Secretary, announced in a press conference today the IRS will move to allow a no-penalty, no-interest, 90-day extension for 2019 Federal tax payments. This means those who owe money to the IRS will have until July 15th to submit payment. Whi...

January 6, 2020

West Financial Advisors is happy to announce Joe Hart recently passed the CERTIFIED FINANCIAL PLANNER™ exam. The CFP® exam, administered by the Certified Financial Planning Board of Standards, is considered one of the most rigorous examinations in the financial plannin...

December 23, 2019

The SECURE Act (Setting Every Community Up for Retirement Enhancement) was passed and signed into law by the President. The new law includes various provisions designed to make saving for retirement easier for Americans. The following are few noteworthy changes effecti...

December 6, 2019

The Internal Revenue Service announced higher retirement plan contribution limits for 2020. The amount employees are eligible to contribute to a 401k or 403b plan will increase from the annual limit of $19,000 in 2019 to $19,500 in 2020. The catch-up contribution limit...

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!

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.

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