Don't react to this market with your emotions. Instead, have a plan.
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
WESTLAKEIA.COM
Do You Owe The AMT?
When considering a record keeping system for your business, you need to ask yourself some very important questions
WESTLAKEIA.COM
Keeping Good Records is Good Business
Some simple, inexpensive energy-saving tips that may help you save money.
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A Penny Saved is Two Pennies Earned
Even low inflation rates can impact your retirement outlook over time.
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Inflation - Back to the Future
You can start Social Security benefits as soon as you reach 62. Know the rules before deciding. #SocialSecurity
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When Should You Take Social Security
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
WESTLAKEIA.COM
Creative Ways to Motivate Your Employees
Here are a few key factors to consider when naming an executor for your estate.
WESTLAKEIA.COM
And the Executor Is
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
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Red Flags for Tax Auditors
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
Do you know the risk factors that can lead to cognitive decline? #dementia #alzheimersdisease
WESTLAKEIA.COM
Avoiding Cognitive Decline
Tax time can be a good time to give your household budget a checkup.
WESTLAKEIA.COM
Budget Check Up: Tax Time Is the Right Time
What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.
WESTLAKEIA.COM
The Average American Budget
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
WESTLAKEIA.COM
A House Divided
Buying a home may be your largest financial commitment. Which loan is best for your situation?
WESTLAKEIA.COM
Fixed or Variable Mortgage, Which Should You Pick?
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
WESTLAKEIA.COM
Understanding Marginal Income Tax Brackets
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
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What If You Get Audited?
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
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Red Flags for Tax Auditors
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
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What Our Kids Can Teach us About Saving Money
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
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Password Protection Strategies
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
WESTLAKEIA.COM
Creative Ways to Motivate Your Employees
Protect yourself from identity theft. #IdentityTheft
WESTLAKEIA.COM
To Catch a Thief
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
WESTLAKEIA.COM
Do You Owe The AMT?
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
WESTLAKEIA.COM
The Economic Journey of Your Morning Coffee
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
WESTLAKEIA.COM
Six Most Overlooked Tax Deductions
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
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Put It in a Letter
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
WESTLAKEIA.COM
How to Appeal Your Property Taxes
15-year vs. 30-year: know your refinancing options.
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Lots of Variables with Fixed-Rate Mortgages
Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
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Mastering Mobile Lingo
Take an inside look into Simplified Employee Pension plans.
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Is a SEP-IRA Right for Your Business?
Does your business have a retirement strategy that fits your short, long-term needs?
WESTLAKEIA.COM
Choosing a Retirement Plan that Fits Your Business
Buying a home may be your largest financial commitment. Which loan is best for your situation?
WESTLAKEIA.COM
Fixed or Variable Mortgage, Which Should You Pick?
Mortgage lenders consider many personal factors when deciding whether you can afford a home. #MortgageCalculator
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How Much Home Can I Afford?
What does it actually cost to raise a child? You might be surprised.
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Business owners should consider a succession plan sooner rather than later.
WESTLAKEIA.COM
Succeeding at Business Succession
When considering a record keeping system for your business, you need to ask yourself some very important questions
WESTLAKEIA.COM
Keeping Good Records is Good Business
Protect yourself from identity theft. #IdentityTheft
WESTLAKEIA.COM
To Catch a Thief
Pay off debt or invest the money? Things to consider before you commit to either option. #PayOffDebt
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Should I Pay Off Debt or Invest?
Have a strategy for discussing healthcare with your parents. #AgingParents
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Caring for Aging Parents
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
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What is the Value of Your Business?
Three important questions to consider before you start taking #SocialSecurity.
WESTLAKEIA.COM
Three Key Questions to Answer Before Taking Social Security
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
WESTLAKEIA.COM
Creative Ways to Motivate Your Employees
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
WESTLAKEIA.COM
How to Appeal Your Property Taxes
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
WESTLAKEIA.COM
9 Facts About Social Security
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
WESTLAKEIA.COM
Red Flags for Tax Auditors
Tax time can be a good time to give your household budget a checkup.
WESTLAKEIA.COM
Budget Check Up: Tax Time Is the Right Time
Many have heard they should avoid probate; do you understand what probate is and how it works?
WESTLAKEIA.COM
Problems with Probate
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities
WESTLAKEIA.COM
Immediate vs. Deferred Annuities
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
WESTLAKEIA.COM
A House Divided
Buying a home may be your largest financial commitment. Which loan is best for your situation?
WESTLAKEIA.COM
Fixed or Variable Mortgage, Which Should You Pick?
What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.
WESTLAKEIA.COM
The Average American Budget
You’re the conductor of your 401k, IRA and taxable savings.
WESTLAKEIA.COM
Orchestrating Your Retirement Accounts
When was the last time you updated your will?
WESTLAKEIA.COM
Will Power
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
WESTLAKEIA.COM
Choosing a Business Structure
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
WESTLAKEIA.COM
The Economic Journey of Your Morning Coffee
What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.
WESTLAKEIA.COM
The Average American Budget
You’re the conductor of your 401k, IRA and taxable savings.
WESTLAKEIA.COM
Orchestrating Your Retirement Accounts
M0 is the total of all physical currency worldwide. What’s it look like?
WESTLAKEIA.COM
How Big is Money?
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
WESTLAKEIA.COM
Tax Rules When Selling Your Home
When was the last time you updated your will?
WESTLAKEIA.COM
Will Power
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
WESTLAKEIA.COM
Choosing a Business Structure
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
WESTLAKEIA.COM
The Economic Journey of Your Morning Coffee
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
WESTLAKEIA.COM
What Is a 1035 Exchange?
Concerned about identity theft? Some things to leave at home. #IdentityTheft
WESTLAKEIA.COM
Please Leave Home Without It
Do you know the risk factors that can lead to cognitive decline? #dementia #alzheimersdisease
WESTLAKEIA.COM
Avoiding Cognitive Decline
M0 is the total of all physical currency worldwide. What’s it look like?
WESTLAKEIA.COM
How Big is Money?
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
WESTLAKEIA.COM
Tax Rules When Selling Your Home
Three important questions to consider before you start taking #SocialSecurity.
WESTLAKEIA.COM
Three Key Questions to Answer Before Taking Social Security
Does it make more sense to push back #retirement, or not to retire at all?
WESTLAKEIA.COM
Should You Ever Retire?
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
WESTLAKEIA.COM
9 Facts About Social Security
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
WESTLAKEIA.COM
What Is a 1035 Exchange?
Concerned about identity theft? Some things to leave at home. #IdentityTheft
WESTLAKEIA.COM
Please Leave Home Without It
Children with special needs may need ongoing help after theirparents are gone.
WESTLAKEIA.COM
4 Steps to Protecting a Child with Disabilities
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
WESTLAKEIA.COM
Creative Ways to Motivate Your Employees
Three important questions to consider before you start taking #SocialSecurity.
WESTLAKEIA.COM
Three Key Questions to Answer Before Taking Social Security
Does it make more sense to push back #retirement, or not to retire at all?
WESTLAKEIA.COM
Should You Ever Retire?
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
WESTLAKEIA.COM
9 Facts About Social Security
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities
WESTLAKEIA.COM
Immediate vs. Deferred Annuities
Protect yourself from identity theft. #IdentityTheft
WESTLAKEIA.COM
To Catch a Thief
Children with special needs may need ongoing help after theirparents are gone.
WESTLAKEIA.COM
4 Steps to Protecting a Child with Disabilities
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
WESTLAKEIA.COM
Creative Ways to Motivate Your Employees
Three important questions to consider before you start taking #SocialSecurity.
WESTLAKEIA.COM
Three Key Questions to Answer Before Taking Social Security
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
WESTLAKEIA.COM
Tax Rules When Selling Your Home
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
WESTLAKEIA.COM
How to Appeal Your Property Taxes
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities
WESTLAKEIA.COM
Immediate vs. Deferred Annuities
Protect yourself from identity theft. #IdentityTheft
WESTLAKEIA.COM
To Catch a Thief
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
WESTLAKEIA.COM
The Economic Journey of Your Morning Coffee
An ILIT could play a role in your estate strategy.
WESTLAKEIA.COM
A Primer on Irrevocable Life Insurance Trusts
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
WESTLAKEIA.COM
Red Flags for Tax Auditors
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
WESTLAKEIA.COM
Tax Rules When Selling Your Home
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
WESTLAKEIA.COM
How to Appeal Your Property Taxes
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
WESTLAKEIA.COM
Put It in a Letter
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
WESTLAKEIA.COM
Estate Management Checklist
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
WESTLAKEIA.COM
The Economic Journey of Your Morning Coffee
An ILIT could play a role in your estate strategy.
WESTLAKEIA.COM
A Primer on Irrevocable Life Insurance Trusts
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
WESTLAKEIA.COM
Red Flags for Tax Auditors
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
WESTLAKEIA.COM
Creative Ways to Motivate Your Employees
Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
WESTLAKEIA.COM
Mastering Mobile Lingo
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
WESTLAKEIA.COM
Put It in a Letter
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
WESTLAKEIA.COM
Estate Management Checklist
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
WESTLAKEIA.COM
The Economic Journey of Your Morning Coffee
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
WESTLAKEIA.COM
Five Most Overlooked Tax Deductions
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
WESTLAKEIA.COM
A House Divided
The tax rules that govern donating art are complex and confusing. #taxes #art
WESTLAKEIA.COM
Donating Art: Taxation Abstraction
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
WESTLAKEIA.COM
Creative Ways to Motivate Your Employees
Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
WESTLAKEIA.COM
Mastering Mobile Lingo
