West County Financial Services & Insurance, Inc.

350 Sweet Briar Court

Labadie, MO 63055

Phone:

What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
How Has SECURE 2.0 Affected 401(k) Plans?

The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.
Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this year’s Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

Disability Income Insurance

How much Disability Income Insurance do you need?
Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.
LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.