Author page: Dan Westin

The Importance of Protection Planning

The Importance of Protection Planning

An often under-emphasized topic within comprehensive financial planning and wealth management is risk management through appropriately placed insurance, property, and casualty insurance (or “P&C”) in particular. However, it is paramount that individuals protect their assets while on their “wealth journey”, so that any number of unforeseen events or catastrophes do not set them back significantly.

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Backdoor Roth Strategy

Backdoor Roth Strategy

Backdoor Roth Strategy Written by Dan Westin. Dan is a Certified Financial Planner™ and Senior Managing Director of QA’s Wealth Management Team.  He is also a partner in the firm. Most Americans, while not excited about paying taxes, accept that they need to pay everything they owe.  However, they understandably have no desire to pay any more than is required. As…

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