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
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Beware of these traps that could upend your retirement.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Important items to consider when purchasing condo insurance.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you should be saving for college.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This questionnaire will help determine your tolerance for investment risk.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Even low inflation rates can pose a threat to investment returns.
Around the country, attitudes about retirement are shifting.
A special needs trust helps care for a special needs child when you’re gone.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Here are five facts about Social Security that might surprise you.