Behavioral Finance and Risk Management
March 11, 2020
When it comes to financial planning, the word you hear more often than any other is “risk.” Calculating risk, managing […]
Managing Your Finances Through Life’s Unpredictability
March 5, 2020
Life is full of risk. Markets rise and fall, unexpected emergencies arise, and businesses go under unexpectedly. If you want […]
Choosing the Right Trust For You
February 26, 2020
When it comes to a long-term plan for investing your money, a trust can be a very useful tool. By […]
Choosing an Investment Strategy That Works For You
February 12, 2020
Making enough money to live comfortably, take a few vacations a year, and own a second home is an admirable […]
Should You Become an Angel Investor?
February 4, 2020
As you accumulate wealth, the question of what to do with your money starts to loom large in your head. […]
Should You Help Your Kids or Grandkids Buy Their First Home?
July 3, 2017
Parents and grandparents often look for ways to provide more financial support to their families. While helping with education costs […]
After a Divorce, How to Talk to the Kids about Money
May 26, 2016
In a recent article for MarketWatch, First Western Director of Wealth Planning Melissa Montgomery-Fitzsimmons writes about how parents who are […]
What Do the Sudden Social Security Changes Mean for You?
December 7, 2015
In a closed door session at 3 am, two significant changes to Social Security were hidden in the fine print […]
Headed for divorce? Move quickly to shore up your credit.
September 12, 2015
By Mischelle Weaver, Director of Mortgage Loan Services According to the GOA Retirement Security 2012 PDF, splitting one household into […]
Retirement: How Much Is Enough?
August 30, 2012
First Western Trust’s Director of Retirement Services, Paula Hendrickson, CFP®, discusses important factors to consider in planning for your retirement […]