Westmark Investment Services
Westmark Investment Services is a financial services firm committed to helping our members improve their long-term financial success. Our customized programs are designed to help invest and conserve our members’ wealth by delivering a high level of personalized service and experience.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to call us at 208-535-1100. We look forward to hearing from you.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Can you keep up with your children’s mobile slang?
There are ways to improve your physical fitness without denting your fiscal fitness.
It sounds simple, but paying yourself first can really pay off.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Estimate your monthly and annual income from various IRA types.
This calculator demonstrates the power of compound interest.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
With alternative investments, it’s critical to sort through the complexity.
Are you ready for retirement? Here are five words you should consider.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Do you have causes that you want to support with donations? Here are three tips.
Learn how to harness the power of compound interest for your investments.
What is your plan for health care during retirement?