President/CEO of Forest Hills Financial, Jaime Westenbarger Has Year End Advice to Prep for Tax Time.

GRAND RAPIDS, MI, October 26, 2015: Founder and President/CEO of Forest Hills Financial, Jaime Westenbarger posted a new blog on his website entitled, Money Moves to Make Now To Get Ahead at Tax Time.” Getting out ahead of the taxman always comes with a sense of relief and Mr. Westenbarger offers some action steps that provide just that.

Jaime WestenbargerWestenbarger’s timing is perfect. He starts by writing, “We are just three months shy of the New Year and this is a great time to get a jumpstart on coming out ahead at tax time. A little strategic thinking, planning and taking action now could give you a reduction in your tax bill come April, perhaps boost your retirement savings and college fund savings. You might even see a significant reduction in any debt you might owe.”

Providing a few tips including portfolio rebalancing, Westenbarger advises, “With the recent volatility in the market you might discover that your allocations may not match your risk tolerance.”

Additionally, Westenarger suggests, “If you have a 401(k) look into maxing out your contributions before the end of the year. If you’re under 50 years old, you can contribute a total of $18,000. That’s a $500 increase over last year. If you’re over 50, you can contribute up to $24,000.”

According to Westenbarger, “Other items to look at include your credit rating and any high-rate credit card balances. If your credit score is good, you could benefit from a zero percent balance transfer offer since the Federal Reserve is expected to raise interest rates in the near future. When the Fed raises interest rates credit card companies usually follow suit.”

The entire blog can be read at

About Jaime Westenbarger

Since starting Forest Hills Financial in a small one-person office in 2006, Jaime Westenbarger has turned the financial world on its head. Through his nationally syndicated radio show, The Keeping Your Money Show, he has helped thousands of people filter through the salespeople of the financial services world and focus on the information that actually matters. Jaime’s style of simple explanations of complex problems helped grow his business in only seven years to include clients in 15 states, advisors in four offices, and The Keeping Your Money Show continuing to grow its listening audience. Forest Hills Financial was able to grow revenue over 300% during one of the most devastating recessions in recent memory. Additionally the company continues to develop in size and influence in the financial community on a local, state and even national level. Recently honored with speaking to entrepreneurs at an event hosted by Steve Forbes and authoring a chapter in Mr. Forbes latest book Successonomics, the reach of Jaime’s message continues to grow across the country.

About Forest Hills Financial

We are advisors who understand finance and Michiganders. Talking about one’s financial situation can be a bit daunting; everyone has a different way they feel about money, and they have specific goals they want to work towards. Our advisors will recommend a financial plan that takes into account what you need – retirement planning, investments, insurance and more. You’ll receive the financial products and services that fits you to put you on your path to your financial goals. If you’re looking for someone who not only understands your goals, but gets why you have them, you’ll love working with Financial Hills Financial.

Securities offered through First Allied Securities, Inc. a Registered Broker/Dealer Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc., a Registered Investment Adviser.



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