August marks National Investors Month, with August 14, 2026, being National Financial Awareness Day. This is an important time to review financial habits and look closely at long-term retirement plans. If you’re one of the millions of [...]
For centuries, the concept of money was inextricably linked to something tangible. Whether it was silver coins in ancient Rome or the British pound sterling, the value of currency was anchored to the physical world. Perhaps the [...]
Every October, over 70 million Americans eagerly wait for the Social Security Administration (SSA) to announce the Cost-of-Living Adjustment (COLA). This annual bump is designed to help your benefits keep pace with inflation, but will this actually [...]
Deciding whether to keep your retirement savings in accounts like IRAs or 401(k)s versus transferring those funds to an annuity is a question many people face as they approach retirement. But before we jump in, there’s no [...]
When people think about retirement, they often imagine years of relaxation and freedom. But for many retirees and pre-retirees, that vision comes with an underlying concern: what happens if the market takes a downturn? Recessions are an [...]
If you’ve spent decades building up your retirement savings in tax-deferred accounts, you may have heard the term Required Minimum Distribution (RMD). But what exactly does it mean for you, and why is it so important to [...]
Understanding the Shift from Accumulation to Income As a financial advisor, one of the most common questions I hear, especially from clients entering retirement, is: “What should I actually do with these savings I’ve amassed for retirement?” [...]
Most retirees don’t fear market crashes or inflation nearly as much as they fear one very real possibility: running out of money. And yet, many financial plans focus on growing your nest egg, not preserving and distributing [...]
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*DISCLAIMER: Western States Investments is a registered Investment Adviser in the State of California. As an Adviser, we may not transact business in certain states where it is not appropriately registered, excluded or exempted from registration. Information presented within this site is for educational purposes only and does not intend to make an offer, or solicitation for the sale, or purchase of any securities, or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a Qualified Financial Adviser, Financial Coach, and/or Tax Professional before moving forward in implementing any strategy discussed herein.
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Office Manager
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Financial Advisor
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Wealth Management
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Orci porttitor sed est sed sociosqu viverra pretium dictum. Faucibus cras ullamcorper quam lacus inceptos donec tempor cras pretium? Congue orci tristique posuere litora interdum tristique; pretium cras. Mauris ante vulputate malesuada pretium curabitur dui nisi viverra placerat. Aptent pharetra ultrices fringilla id quis eget. Montes massa aptent arcu pharetra tincidunt nibh augue. Cubilia orci dapibus scelerisque accumsan consectetur inceptos suscipit fringilla. Praesent semper fusce ligula himenaeos phasellus ante quam.
Co-Founder
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Orci porttitor sed est sed sociosqu viverra pretium dictum. Faucibus cras ullamcorper quam lacus inceptos donec tempor cras pretium? Congue orci tristique posuere litora interdum tristique; pretium cras. Mauris ante vulputate malesuada pretium curabitur dui nisi viverra placerat. Aptent pharetra ultrices fringilla id quis eget. Montes massa aptent arcu pharetra tincidunt nibh augue. Cubilia orci dapibus scelerisque accumsan consectetur inceptos suscipit fringilla. Praesent semper fusce ligula himenaeos phasellus ante quam.
