When Was the Last Time Someone Took Care of You?
You’ve heard it a million times: planning for your future is important and you need to get started now. But when was the last time a financial professional took the time to understand your dreams and what financial planning means to you and your loved ones?
At Western Wealth Management, we work as a team to pursue your goals. It’s never about our advisors, product sales, or bottom lines. It’s about the financial planning process we take with you to ensure you live a life by design.
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Picking appropriate investments for you is instrumental in helping you work toward your goals. Our investment allocation is based off your risk tolerance, tax situation, and objectives.
We can help develop Pension, 401(k), 403(b), Profit Sharing, SEP, SIMPLE, IRA, etc. and incorporate them into any plan.
Keep your financial plan protected with insurance.
Providing tax strategies to help you give to the charity of your choice
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
What’s the deal with your yearly free credit report?
Five strategies for managing your student debt.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much income may be needed at retirement to maintain your standard of living.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you should be saving for college.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
That big list of dreams and goals isn't the only way to look at your bucket list.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Are you ready for retirement? Here are five words you should consider.
How do the markets usually react to elections? Was the 2016 election any different?
All about how missing the best market days (or the worst!) might affect your portfolio.
Here’s a crash course on saving for college.