As a financial planner, I often hear clients comment that their teenage, or even young adult children, have a limited understanding of savings and investments
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The Rolling Stones originally released their single “Time Is On My Side” in the U.S. in September 1964. It became their first U.S. top ten hit, peaking at
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My son is looking for his first apartment without a roommate. I’m worried that he won’t find anything in his price range by the time he has to move out of his
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We tend to get a lot of questions regarding Social Security. Some older clients are interested in claiming strategies to maximize their benefits, while younger
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Last month we celebrated the day of my 40th anniversary with West Financial! How did that happen? To be honest, it hardly seems like it's been 40 years – and
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Anyone who knows me, knows that I love music. I sent both of my kids through the School of Rock program from elementary school through high school. My daughter
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When families get together to celebrate the holidays, it is a great opportunity to discuss wealth transfer with the next generation. Too often, families do not
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If recent stock market gyrations have given you some sleepless nights, we have some thoughts on what you can do to reset and face the challenges ahead.
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You have probably heard about this year’s hot investment, Treasury issued Series I savings bonds.
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Panic! At the Disco sings about having high hopes, shooting for the stars, and having a vision.
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When I stop to think about it, I find it amazing that most of my friends and family (and myself!) are getting within striking distance of retirement.
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On the first Sunday in May, Waitara and I competed in our first horse show of the season at Turner Farm in Great Falls. It rained. It was cold. We had fun
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