Financial Insights

Your retirement plan starts with an open conversation about your life, moves through detailed goal setting and data driven projections, and ends with an actionable strategy that adapts as life unfolds. This article walks you through the Certified Financial Planner seven step process and shows what to expect at every stage.

Westlight Wealth doesn’t wait for glossy headlines to settle—we dig straight into what new law means for your balance sheet. When...

Retiring in a high-cost beachside community like Venice is a dream for many, with sunny boardwalk strolls and ocean breezes. But if you’re a retiree (or soon-to-be retiree) here, it’s important to know that stock market ups and downs aren’t the only thing that can threaten your nest egg.

Venice’s luxury‐coastal market is cooling: median listings dipped to $2.4 M in April 2025, gross rental yields have fallen below 1.5 %, and inventory is up. Between rising property taxes, new transfer‐tax brackets, and Proposition 13 quirks, now’s the time to rebalance home equity, secure flexible financing, and optimize your tax strategy. This post breaks down the key stats, policy impacts, and three actionable plays to stay ahead.

Boost your Venice brand at the Abbot Kinney Festival: combine tax-deductible sponsorships with live marketing activations and vendor insights for growth.

The Allure of the Shortcut Forming an S-Corporation is often pitched as an instant 15.3 percent* self-employment-tax savings. The pitch...