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.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
If you find it hard to attain personal life goals, there’s an app for that!
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate your monthly and annual income from various IRA types.
This calculator helps estimate your federal estate tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Have you explored all your options when it comes to managing your taxable income?
Recent changes in estate tax laws could affect the strategy you have in place.
A special needs trust helps care for a special needs child when you’re gone.
Even low inflation rates can pose a threat to investment returns.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Are Real Estate Investment Trusts right for your portfolio?