Wendy West Financial Consulting

Wendy West, Financial Advisor and President of Wendy West Financial Consulting

  

Searching for that
missing piece?
 
For most people, attaining financial independence takes time …
and putting the right pieces into place. 
 
Your “missing piece” might be … 
  • A long-range retirement savings plan.
  • A consistent retirement income strategy.
  • A customized financial roadmap
  • A retirement plan for your family business.
 
I’d like to help you put the pieces
of the puzzle together.
 
I’m a financial advisor who has worked for years to help individuals, couples, families and businesses find solutions to financial dilemmas, and create investment, retirement, tax reduction and wealth protection strategies.
 
The missing pieces are often within reach. So, call me at 815-787-1999 today. I can show you the big picture and let you know what pieces need to be in place as you plan for financial freedom.
 
 
Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

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Newsletters

Tracking the Rise of Target-Date Funds

Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.

Diving into Dividends

Dividends have traditionally been considered a source of income, but they also can be a powerful way to help build savings. A recent study found that dividends contributed 44% of S&P 500 total returns from 1930 through September 2010. This article explains how dividends work and the role that dividends could play in an investor's savings strategy.

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

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