Financial Planning Focus Newsletter
5 Ideas to Teach the Next Generation About Money
Most parents and grandparents can relate to the challenges of teaching the next generation about money, whether it’s explaining the difference between wants and needs, encouraging them to save, or helping them understand the value of a dollar.
Investment Management Letter
Investment Management - Second Quarter 2025
Happy 4th of July! A day when Americans celebrate our country’s declaration of independence and a time to explore what that independence means to us individually and as a nation.
Special Releases
Special Release - Highlights of the One Big Beautiful Bill Act of 2025
The One Big Beautiful Bill Act (OBBBA) was signed into law on July 4, 2025, representing the most comprehensive tax legislation since the Tax Cuts and Jobs Act (TCJA) was enacted in 2017.
Special Release - Brian Mackin Selected to be Next President of West Financial Services
How quickly time passes! My forty years at West Financial Services has been engaging, grounding and a joy. Forty years of spending my days with intelligent, passionate, accomplished and diverse people is hardly work. But change is an inevitable part of life. Beginning in July, I will be shifting to a part-time schedule.