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.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Rightsizing for Retirement
What does your home really cost?
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
This worksheet can help you estimate the costs of a four-year college program.
Even low inflation rates over an extended period of time can impact your finances in retirement.
This calculator demonstrates the power of compound interest.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This questionnaire will help determine your tolerance for investment risk.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Smart investors take the time to separate emotion from fact.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
In life it often happens that the answers to our most pressing questions are right in our own backyards.