by jeff | Jan 12, 2025 | News
As described in a previous article, retirement often brings a loss of identity, structure, social engagement, and purpose and meaning. I refer to these as major life bedrocks. What we gain when we retire is autonomy–freedom and control over how we spend our...
by jeff | Mar 18, 2024 | News
As you approach the ages of 60 to 63 in 2025, we want to share an important update regarding this milestone. One of the provisions in the Secure Act 2.0 is an enhanced catch-up contribution (Super catch-up) for individuals participating in their employer’s retirement...
by jeff | Feb 18, 2024 | News
Enjoying a happy and fulfilling retirement requires mastering two essential fundamentals: money and time. Just as you should have a formal comprehensive financial plan in place, we believe you should also have a plan for how you will spend your time in retirement. We...
by jeff | Jan 18, 2024 | News
Hello WestHill clients and friends. Depending on which side of the political fence you sit, you are either jubilant or depressed about how the national election played out. Whether you are happy or sad, it should be noted that our country has many checks and balances...
