Wealth Financial Group West

10/26/2026

A deferred compensation plan can help you pay for retirement and other major expenses.

A deferred compensation plan can help you pay for retirement and other major expenses.

10/23/2026

December 31st can arrive faster than you think. If there are financial or tax planning decisions you’ve been meaning to address, now is a good time to start the conversation with your financial and tax professionals. A year-end check-in can help you identify anything that may need attention before important deadlines arrive. Call our office at (714) 617-4394.

10/21/2026

Here’s a look at the places in the U.S. that have the most senior citizens.

Here’s a look at the places in the U.S. that have the most senior citizens.

10/19/2026

Traveling can be fun at any age. You just need a little preparation.

Traveling can be fun at any age. You just need a little preparation.

10/16/2026

Giving back is personal, and the way you give can be part of your larger financial picture.

Before year-end, take some time to consider the organizations and causes that matter most to you and whether your charitable giving still aligns with your financial and legacy goals. To get in touch, visit our website today at https://www.wealthfinancialgroupwest.com/.

10/14/2026

Learn about websites and apps that help older workers find jobs.

Learn about websites and apps that help older workers find jobs.

10/12/2026

Learn what Medicare covers in senior living, from assisted living to nursing home care. Discover coverage limits, hidden out-of-pocket costs and alternative payment options.

Learn what Medicare covers in senior living, from assisted living to nursing home care. Discover coverage limits, hidden out-of-pocket costs and alternative payment options.

10/09/2026

If you’re required to take minimum distributions from your retirement accounts, it’s worth confirming that your withdrawals are on track for the year.

Taking a few minutes to review your plan now can help you stay ahead of year-end deadlines. Call our office at (714) 617-4394.

10/07/2026

You don’t need to panic yet about Social Security, but you should stay informed.

You don’t need to panic yet about Social Security, but you should stay informed.

10/05/2026

Consider your eligibility and the impact of removing retirement dollars before dipping into your 401(k) plan.

Consider your eligibility and the impact of removing retirement dollars before dipping into your 401(k) plan.