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Blogs

Kip Hertzenberg | Jan 31, 2025

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Kip Hertzenberg | Jan 24, 2025

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Tax Planning
Investments
Retirement
Estate Planning
Real Estate

What does it take to minimize your tax bill, not just this year but in the years to come?

The answer varies for each individual. Tax optimization strategies

Read More
Kip Hertzenberg | Jan 17, 2025

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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Kip Hertzenberg | Jan 10, 2025

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Kip Hertzenberg | Jan 3, 2025

Planning for the Future: Essential Steps to Secure Your Retirement

Retirement
Savings

Is your retirement savings on track?

If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very

Read More
Kip Hertzenberg | Dec 27, 2024

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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Kip Hertzenberg | Dec 20, 2024

How Hindsight Bias Hurts Investors

Investments

How many of your financial choices are based purely on logic?

It could be fewer than you think.

That’s because most of us make money decisions with our emotions

Read More
Kip Hertzenberg | Dec 13, 2024

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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Kip Hertzenberg | Dec 6, 2024

5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)

Retirement

When are you going to retire?

How did you make that decision?

Many of us look at finances and health when we’re deciding when to retire.

Whether or not we realize

Read More
Kip Hertzenberg | Nov 29, 2024

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
Read More
Kip Hertzenberg | Nov 22, 2024

Why Sticking to a Long-Term Investment Strategy Pays Off in Market Downturns

Investments
Finance
Risk Management

Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you

Read More
Kip Hertzenberg | Nov 15, 2024

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
Read More

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Our Offices

14143 Denver West Parkway - #450,
Golden, CO  80401

 

1817 Cranmer Ave.
Fraser, CO 80442

Contact Us

kip.hertzenberg@westernwealthmgmt.com
720-312-3159

Get in Touch

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