Call Toll Free: (888) 540-2899

WCFS Retirement

6 Areas of Retirement

IRA Planning
Estate & Legacy
Wealth Management
Tax Planning
Healthcare Protection
Retirement Income / Social Security

Article Library

Why You Need To Be Careful With Bond Funds
The Math of Gains and Losses
Order of Returns Risks Within an Income Portfolio
How Much of Your Retirement Savings Can You Afford to Lose?
5 Reasons Why You Need An Estate Plan
The Details and Benefits of Community Property
10 Reasons to Convert to a Roth IRA
Benefits of Using A Revocable Trust
Relative VS. Absolute Return Investing
Life Is More Enjoyable After Retirement
What Are Some Fixed Indexed Annuity Benefits?
How Are Social Security Benefits Calculated?
Should You Convert to a Roth IRA?
Should I Take Social Security Early?
Why You Need To Rollover your 401k To Save It From Taxes For Your Heirs
You Need to Set Up Asset Protection for the Inherited IRA
Important Rollover Information For Your IRA’s & Qualified Plans
Why The Inherited Or Stretch IRA Usually Does Not Happen
The Power of The Inherited or “Stretch” IRA
The Case For Absolute Return Investing…
3 HUGE MYTHS About Your IRA
Will Social Security Be There in the Future?
How Are Social Security Benefits Taxed?
What About Spousal Benefits for Social Security?
Can You Still File A Restricted Application?
Should I Delay Taking Social Security Past My Full Retirement Age?
What Exactly Is A Will And How Does It Work?
How Are the Interest Rates Set for My Fixed Deferred Annuity?
What Are the Different Kinds of Annuities?
What is Probate?
What is an Annuity?
WCFSRetirement is approaching launch!

Your Financial Risk Cycle

At West Coast Financial Services, our concern is to always help retirees allocate their assets to match their risk tolerance. This is vital because mo...

CLICK HERE TO READ ARTICLE

Assessing Your Risk Tolerance

How much RISK will your retirement plan allow? In the arena of financial planning it is absolutely critical that your investment strategies are in ali...

CLICK HERE TO READ ARTICLE