bwi2022

bwi2022

Rollover IRA: Meaning, Overview, Special Considerations

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…

No Time To Think About My Money (or My Future)

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…

Eliminate the Guesswork

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…

Active Listening

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…

Outlook 2024

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,…

Being Healthy is the Ultimate Lifestyle

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…

The Challenges and Benefits of Pet Ownership

In 2022, Americans spent $136.8 billion on their pets—including pet food, veterinary care, grooming, boarding, insurance, and other pet-related products and services.1 That amount is more than 50% higher than the amount spent in 2018, when expenditures reached $90.5 billion,…

The Elusive Buy/Sell Strategy of Perfect Timing

Trying to buy or sell assets based on absolute market highs or lows may produce lower returns. Buying low or selling high is a prudent strategy for most investors, an effort to maximize returns. But buying lowest or selling highest…