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.
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Use this calculator to estimate how much income and savings you may need in retirement.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.