Planning for retirement and sustainable wealth management might seem daunting but some knowledge, a little planning, and guidance from a West Shore Bank Wealth Management advisor can get you on the right track. We’ve been serving along the lakeshore since 1898 and are a dedicated community partner. Our trusted advisors are here to help you…

Financial planning can seem like a complicated, and sometimes intimidating subject. Many people think that financial planning is just for the wealthy, or that financial planners are reluctant to work with those of lesser means. While this is true of some financial planners, it is far from the norm. The fact is that financial planning…

Influential author and business commentator Seth Godin once wrote “Change is not a threat, it’s an opportunity.” Here are five key life stages where change can make a significant impact—and where sound financial planning can help. A plan for every stage Your personal financial plan needs to adapt to changes in each stage of life…

(Because life doesn’t come with a one-size-fits-all manual.)Financial Planning StagesEver feel like financial advice is a “choose your own adventure” book with missing pages? That’s because every stage of life throws its own curveballs—and your financial plan has to evolve with them. Whether you’re just starting out, in your career’s prime, or thinking about retirement,…

“I wish I was a child again, so I don’t need to worry about paying bills.” Such is the phrase of many people going through that point in life known in media as “adulting” – or being responsible enough to actually care about where your money goes. Whether we like it or not, money is…