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
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Understanding the economy's cycles can help put current business conditions in better perspective.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
What does the Tax Reform and Jobs Act mean for you?
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Enter various payment options and determine how long it may take to pay off a credit card.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
What are your options for investing in emerging markets?
Here are five facts about Social Security that might surprise you.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Smart investors take the time to separate emotion from fact.