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.

When environmental, social, and governance (ESG) factors first burst onto the investing scene, skeptics warned that screening out “bad-actor” companies or tilting toward sustainability themes would inevitably sacrifice returns.

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

Venice’s free breeze can’t hide the fact that housing now consumes 40–60% of take-home pay, inflation’s shelter component is up 4.1% YoY, and combined state and sales taxes shave heavily at your wallet. This guide lays out a data-driven 50/30/20 budget on a $200k salary, three high-impact plays—from maxing tax-advantaged buckets and ADU house-hacking to EV rebates—and practical seasonal, policy, and tax-timing strategies to keep your lifestyle balanced and your future goals o

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...