About West Insurance & Financial Group
At West Insurance & Financial Group, Inc, we represent many insurance companies by carefully selecting our carriers in order to bring you the best level of service, price and coverage. As an independent insurance agency, we look at a wide variety of carriers to assess your insurance needs and manage your risks. Through our independence, we provide one on one service and are in an advantageous position to approach such challenges with vast experience and skill.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Six overlooked tax deductions to help manage your tax bill.
Term insurance is the simplest form of life insurance. Here's how it works.
Don't let procrastination keep you from pursuing your financial dreams and goals.
A collection of tips from professional travelers.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps estimate your federal estate tax liability.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A bucket plan can help you be better prepared for a comfortable retirement.
Here’s a crash course on saving for college.
Why are 401(k) plans, annuities, and IRAs so popular?
Around the country, attitudes about retirement are shifting.
What does your home really cost?