WestCorp Financial & Insurances Services, Inc. is a firm that specializes in providing business solutions and employee benefits for small to mid-sized businesses and individuals.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Use this calculator to estimate how much income and savings you may need in retirement.