Ida May West, Financial Planner/Wealth Advisor

Ida May West, Financial Planner/Wealth Advisor Helping people retire with confidence through personalized retirement income planning.

10/05/2026

Most couples plan for retirement together. But have you ever stopped to think about what retirement looks like financially for the person who is left behind?

It's a conversation no one particularly wants to have, but it's an important one.

A good retirement plan shouldn't just work while you're both here. It should work for the surviving spouse, too.

10/04/2026

I wish there were one perfect age to start Social Security. It would make retirement planning a whole lot easier.

But there isn't.

The right decision depends on you—your income, your other assets, your spouse, your health, and what you're trying to accomplish in retirement. That's why I believe this decision deserves more than a rule of thumb.

10/02/2026

I've heard just about every reason for taking Social Security at 62—or waiting until 70.

But what was right for your neighbor, your friend or even your brother may not be right for you.

This is one retirement decision where I think it's worth slowing down and looking at your own numbers before deciding.

09/28/2026

When should you start Social Security?

It's one of the questions I get asked most often, and the answer isn't always what people expect.

Sometimes waiting is the right decision. Sometimes it isn't. That's why I believe we need to run the numbers before making a decision that could affect the rest of your retirement.

09/27/2026

Think about what groceries, utilities or even going out to dinner cost 15 years ago compared with today.

Now turn that around and look 15 years into the future.

That's something we can't afford to ignore when we're planning for retirement income.

09/25/2026

Living a long life is something most of us hope for. But when it comes to retirement planning, it also means asking an important question:

Will the income plan you create at 65 still be working for you at 85 or 90?

That's why longevity is something we need to plan for, not just hope for.

09/21/2026

It's easy to look at your retirement account balance and think that number will tell you whether you're ready to retire.

But retirement has never been quite that simple. There are a lot of things that can change along the way—and a good retirement plan needs to be prepared for them.

09/20/2026

We talk a lot about how much money you need to retire. But I think there are some more practical questions we need to answer first.

This is where I start.

09/18/2026

This one is personal for me.

My dad worked hard his entire life, but like so many people of his generation, no one ever really taught him how investing or retirement planning worked.

What happened to him has stayed with me—and I think it's one of the reasons I care so much about helping people understand the decisions they're making with their retirement.

09/14/2026

For most of our working lives, we're taught to save for retirement. But what happens when it's finally time to start using that money?

That's a very different kind of planning—and one I think we need to talk about more.

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