Whitsell Financial Partners, LLC

Whitsell Financial Partners, LLC Whitsell Financial Partners is a comprehensive Financial Planning | Retirement & Asset Management | This platform is solely for informational purposes.

Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org and www.sipc.org. Investment advice offered through Western Wealth Management, a registered investment advisor and separate entity from LPL Financial. Western Wealth Management doing business as Whitsell Financial Partners, is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clien

ts where Western Wealth Management its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Western Wealth Management unless a client service agreement is in place. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Looking for the latest tax bracket changes? Use this handy reference guide to save time.
06/03/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

Treasury yields have risen as bond prices have fallen, reflecting renewed attention to inflation, interest rates, and in...
06/02/2026

Treasury yields have risen as bond prices have fallen, reflecting renewed attention to inflation, interest rates, and investor sentiment.

Treasurys are U.S. government bonds, and their yields often move based on expectations for inflation, economic growth, and Federal Reserve policy.

When inflation remains elevated, investors may expect interest rates to stay higher for longer. That can make existing bonds less attractive, pushing prices down and yields up.

Higher Treasury yields can also affect other parts of the economy. The 10-year Treasury, for example, is closely tied to mortgage rates, which can influence homebuyers' borrowing costs.

Rising yields may also affect corporate borrowing, stock valuations, and the broader cost of capital.

While higher yields can signal concern, they can also reflect a market adjusting to new economic data. For consumers and businesses, the key takeaway is that bond market movement can ripple into borrowing costs and financial decisions over time.


Source:

U.S. government bonds are sagging as investors fret that hotter inflation will keep interest rate cuts on hold.

Understanding the IRS's latest guidance on qualified long-term care distributions can be a game-changer for your retirem...
06/02/2026

Understanding the IRS's latest guidance on qualified long-term care distributions can be a game-changer for your retirement strategy.

**Insights**
- 📜 The IRS's Notice 2026-33 clarifies how QLTCDs can be used within Section 401(a)(39).
- 🔍 It outlines who qualifies for these distributions and the tax implications involved.
- 💡 Provides a framework for incorporating long-term care considerations into retirement savings.

These new guidelines provide an opportunity to reassess how long-term care fits into your financial future. With clearer rules, you have the chance to enhance your strategy, aligning it more closely with your long-term goals. (Reviewing your current approach might uncover unexpected benefits.)

How might this fresh IRS guidance influence your approach to retirement?

The IRS recently released Notice 2026-33, providing long-awaited guidance on qualified long-term care distributions (“QLTCDs”) under Section...

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the...
06/02/2026

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Estate planning is often overlooked, yet it plays a critical role in safeguarding assets for future generations. **Insig...
06/01/2026

Estate planning is often overlooked, yet it plays a critical role in safeguarding assets for future generations.

**Insights:**
- 📜 Ensures the smooth distribution of assets
- 🏠 Provides for the care of dependents
- 🛡️ Protects a lifetime's worth of achievements
- Commonly deferred despite its importance (a strategic error)

Estate planning is not just for the wealthy; it provides peace of mind and security for all families. It can reduce stress by clarifying intentions and preventing future disputes. Taking proactive steps now can ensure that wishes are honored and loved ones are cared for in the future.

How are you preparing to secure your family's financial future?

-- Few financial decisions carry more long-term significance than the steps families take to plan for the future distribution of their assets, the care of

As the U.S. approaches its 250th anniversary, visitors to the National Archives are taking time to reflect on the countr...
06/01/2026

As the U.S. approaches its 250th anniversary, visitors to the National Archives are taking time to reflect on the country’s founding ideals.

Standing before the Declaration of Independence, many describe a sense of historical significance and perspective, recognizing both the aspirations outlined in the document and the ways the nation has evolved over time.

Visitors noted that while the country has faced periods of division throughout its history, it has also shown an ability to adapt and move forward.

For some, the experience highlights the balance between progress and ongoing challenges, with the founding principles continuing to shape conversations about the future.

Moments like these offer an opportunity to pause, reflect, and consider how history continues to influence the present.


Source:

America’s 250th anniversary arrives at a time of deep political divisions and, in some quarters, heightened anxiety over whether representative government in the world’s oldest democracy can be sustained.

The National Trust for Historic Preservation has released its annual list of the most endangered historic places in the ...
06/01/2026

The National Trust for Historic Preservation has released its annual list of the most endangered historic places in the United States.

This year’s list includes 11 sites connected to America’s 250th anniversary and the country’s ongoing conversations around equality, preservation, and shared history.

Sites on the list include places tied to civil rights, women’s rights, immigration, religious freedom, Indigenous heritage, and Revolutionary War history.

For the first time since the list began in 1988, each selected site will receive a one-time $25,000 grant to help address preservation needs and raise awareness of the stories connected to these places.

Historic preservation is not only about protecting buildings or landmarks. It is also about keeping the stories, struggles, and contributions behind those places visible for future generations.


Source:

The National Trust for Historic Preservation has released its annual list of the most endangered historic places in the United States

These 6 things might make your next return a prime target for an IRS audit.
06/01/2026

These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

Check out this video on taxes.
05/31/2026

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Federal Reserve officials appear increasingly focused on how persistent inflation could shape future interest rate decis...
05/30/2026

Federal Reserve officials appear increasingly focused on how persistent inflation could shape future interest rate decisions.

Minutes from the most recent Fed meeting show that many officials supported keeping rates steady, while also noting that higher rates could become appropriate if inflation remains above the central bank’s 2% target.

The meeting also reflected a notable level of disagreement. The committee voted to hold its benchmark rate at 3.5% to 3.75%, but four members dissented — the highest number of dissents since 1992.

A key issue was whether the Fed’s statement should continue to suggest that a rate cut remained the more likely next move. Several officials preferred more flexible language, given ongoing inflation pressures.

For households and businesses, these discussions matter because interest rate decisions can influence borrowing costs, savings yields, mortgage rates, credit card rates, and broader economic conditions.


Source:

A majority of officials anticipated that interest rate increases would be necessary if the Iran war continued to aggravate inflation.

Address

Costa Mesa, CA

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 12pm

Website

http://www.finra.org/, http://www.sipc.org/

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