What Current Borrowers Need to Know About the SAVE Program and Looming Deadlines
The student loan landscape has become a whirlwind of confusion, legal battles, and regulatory shifts that are leaving borrowers in limbo....
top of page
Search
Christian West
Oct 45 min read
Understanding Concentrated Risk in an Investment Portfolio
What is Concentrated Risk? Concentrated risk, in the context of an investment portfolio, occurs when a significant portion of the...
Christian West
Oct 14 min read
Social Security and Taxes: What You Need to Know About Your Benefits
Social Security benefits play a crucial role in the retirement plans of many Americans. However, understanding how these benefits are...
Christian West
Sep 74 min read
Understanding Social Security: A Guide to Benefits and Eligibility
Social Security is a critical source of income for many Americans, and understanding how it works is essential for making informed decisions
Christian West
Aug 303 min read
Dollar Cost Averaging: A Strategic Approach to Investing
Dollar Cost Averaging can be a valuable tool in your investment strategy, helping you stay on course toward achieving your financial goals.
Christian West
Aug 233 min read
Understanding Tax Lot Methods: An Essential Guide for Investors
Choosing the right tax lot method can have a significant impact on your investment returns and tax obligations.
Christian West
Aug 123 min read
Understanding Rule 72(t) SEPP for Early Access to Your 401(k) or IRA
Accessing retirement funds before age 59½ can be a challenging decision due to the hefty penalties usually associated with early...
Christian West
Aug 54 min read
Guide to Donor-Advised Funds (DAFs):
Donor-Advised Funds (DAFs) are philanthropic vehicles that allow individuals to contribute assets, receive an immediate tax deduction, and..
Christian West
Jul 183 min read
Understanding the Difference Between a Budget and a Financial Plan
Understanding the difference between a budget and a financial plan is crucial for effective financial management.
Christian West
Jul 113 min read
The 3-Bucket Strategy for Retirement: A Comprehensive Guide
The 3-bucket strategy offers a structured approach to managing retirement savings, balancing immediate needs with long-term growth.
Christian West
Jul 53 min read
Why should small businesses consider offering a 401(k) plan?
The Benefits of Offering a 401(k) for Small Businesses For small business owners, there are numerous factors to consider when striving...
Christian West
Jul 24 min read
Understanding Health Savings Accounts (HSAs): A Comprehensive Guide
In today's healthcare landscape, managing medical expenses efficiently is more critical than ever. One tool that has gained popularity...
Christian West
Jun 283 min read
Understanding the Various Types of Insurance and Their Importance in a Comprehensive Financial Plan
Insurance is an essential aspect of a sound financial plan, offering protection against unexpected events and financial hardships. By...
Christian West
Jun 213 min read
Understanding Required Minimum Distributions (RMDs) from an IRA
Understanding and planning for RMDs is a crucial aspect of retirement strategy.
Christian West
Jun 203 min read
Understanding Reverse Mortgages (HECM): A Comprehensive Guide
Reverse mortgages can be a powerful tool for enhancing financial security in retirement, offering flexible options to access home equity....
Christian West
Jun 183 min read
Strategies to Pay Off a 30-Year Mortgage in 15 Years
Owning your home free and clear is a dream for many homeowners. While a 30-year mortgage is a common choice due to its lower monthly...
Christian West
Jun 173 min read
15-Year vs. 30-Year Mortgage: Which is Right for You?
When deciding on a mortgage, one of the critical choices you'll make is whether to go with a 15-year or a 30-year term. Both have their...
Christian West
Jun 143 min read
Tax Loss Harvesting: A Comprehensive Guide
Tax loss harvesting is a powerful tool in an investor's toolkit, offering a strategic way to turn market downturns into financial advantages
Christian West
Jun 113 min read
Unlocking the Mystery of Backdoor Roth IRA Contributions: A Comprehensive Guide
In the complex world of retirement planning, investors are always on the lookout for strategies that maximize their savings and minimize...
Christian West
Jun 73 min read
A Guide to Recasting Your Mortgage: What You Need to Know
Recasting your mortgage can be a valuable tool for homeowners looking to reduce their monthly payments and save on interest.
bottom of page