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3040 Outlet Blvd. 
Idaho Falls, ID 83402
(208) 535-1100

How to Bake a Pie-R-A Forecast Retirement Redefined Acres of Diamonds

                           Welcome to

         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.

Helpful Content

How Stocks Work

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Social Media: #Newest Business Liability Risk

Social Media: #Newest Business Liability Risk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

 

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

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.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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