Insights and Articles
The Impact of Financial Planning
Financial planning is about more than making the numbers work. Drawing on decades of practical experience and supporting research, Meghan Hyland, CFP®, and Matt Taddei, CFP®, PhD, explore how a comprehensive financial plan can improve confidence, decision-making, preparedness, and overall well-being.
The Future of Social Security
Our Social Security System has frequently been in the news lately. Much of the recent media attention on Social Security has focused on the efforts of the Department of Government Efficiency (DOGE)...
Cybersecurity Essentials
Protecting Your Digital Assets from Online Threats In a world where we spend so much time online, safeguarding our digital lives has become essential. From personal data to financial information,...
Retirement and Volunteering: Part 2
In Part 1 of this series on volunteering in retirement, we explored a summary of research article findings on the many benefits volunteering provides older adults. In Part 2, we’ll provide a...
Retirement and Volunteering: Part 1
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...
Super Catchup 401K Contribution
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...
What Happens When We Retire
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...
Election Day Results
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...