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4 Ivanhoe Woods Ct.
St. Louis, MO 63122

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Karen Boykin

314-300-6670

 
It May Be Time for a Financial Checkup How to Bake a Pie-R-A Forecast Retirement Redefined

Westward Financial Strategies is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. It is our goal that through working with us, you gain the financial confidence that comes from knowing you can deliver on the important promises you make to your family and yourself.

We hope you will find this site useful and will make it one of your resource centers.  If you have questions about how life insurance or disability insurance fits into your overall financial plan, you're in the right place.  If your question is whether or not fixed annuities are a suitable investment choice for you, you're in the right place.

We serve individuals and business owners in all areas of financial planning, including:

Investment Management*
Retirement Strategies
Estate Conservation
Insurance and Annuity Products

Helpful Content

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

 

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

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