2020 West Financial Advisors 
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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.

November 19, 2018

Rankings of the best places to live are published on a regular basis.  These rankings may look at criteria such as climate, crime rates, healthcare accessibility, job market, and educational opportunities.  These qualities are essential factors to consider when making...

November 1, 2018

The Internal Revenue Service announced higher retirement plan contribution limits for 2019. The amount employees are eligible to contribute to a 401k or 403b plan at work will increase from the annual limit of $18,500 in 2018 to $19,000 in 2019. The catch-up contributi...

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