It’s one thing to spend a bit of money treating ourselves to life’s various luxuries, but it’s another thing to splurge to the point where it hurts our finances. Many Americans are guilty of the latter. In fact, the average…
Although you may know it’s not healthy to constantly try to keep up with the Joneses, it’s human nature to want to see where you stand in comparison to your peers – and it’s no different when it comes to…
What Is a Rollover IRA? A rollover Individual Retirement Account (IRA) is an account that allows you to transfer assets from an old employer-sponsored retirement account to a traditional IRA. The purpose of a rollover IRA is to maintain the tax-deferred…
Let’s talk about WHY saving money is a game-changer! Bill Westcott Inc. is here to remind you that saving isn’t just about stashing cash – it’s about securing your dreams and building a solid foundation for whatever life throws your…
When switching jobs, there are a number of considerations for what to do with the money in your previous retirement plan. Congratulations on your new job! As you navigate through a new onboarding process, you stop suddenly when you get…
Creating an estate plan is a key component of achieving financial wellness Most people don’t spend too much time thinking about end-of-life planning on a daily basis. But you may have loved ones who will soon face those issues. While…
Unfortunately, life doesn’t make it easy for us to tune things out and focus on what’s right in front of us. We carry everything we have going on in our lives from one moment to the next whether we want…
As expected, the Federal Reserve held interest rates steady at its final two-day meeting of 2023, marking the third consecutive meeting without a raise in rates. This increases the chances that the Fed has finished its tightening cycle, which took…
LPL Research’s Outlook 2024: A Turning Point provides insight and analysis into next year’s opportunities, challenges, and potential surprises. We understand that making progress toward long-term financial goals requires a strong plan and sound advice. The insights in this report,…
If someone asked you to quickly write down all the responsibilities you have in life, all the things you have to take care of, where would you fall on the list? Many wouldn’t even make an appearance on their own…
