Benjamin George, Founder of West House Financial Strategies LLC

Benjamin George, Founder of West House Financial Strategies LLC Registered Representative offering securities products and services through NYLIFE Securities LLC. I am not licensed in all jurisdictions.

I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Neither West House Financia

l Strategies LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. West House Financial Strategies LLC is not owned or operated by New York Life Insurance Company or its affiliates. Address:
2033 Le Mans Dr,
Carrollton, TX 75006
B 845-598-8647

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

Why the ultra-rich are flocking to new corners of the world — and what their moves reveal about real estate hotspots.
11/06/2025

Why the ultra-rich are flocking to new corners of the world — and what their moves reveal about real estate hotspots.

Why the ultra-rich are flocking to new corners of the world — and what their moves reveal about real estate hot spots.

Currently, I’m in a Behavioral Finance course as a part of my Masters and I’ve realized how often our decisions feel log...
11/04/2025

Currently, I’m in a Behavioral Finance course as a part of my Masters and I’ve realized how often our decisions feel logical… but aren’t.

We like to believe we’re being objective, yet our choices are shaped by quiet mental shortcuts called biases — emotional and cognitive patterns that influence how we see risk, reward, and opportunity.

Emotional biases come from instinct.
• Holding on to what feels familiar (Status Quo Bias)
• Valuing something just because it’s ours (Endowment Effect)
• Avoiding change to prevent regret (Loss Aversion)

Cognitive biases come from thinking errors.
• Looking only for what supports our view (Confirmation Bias)
• Letting first impressions stick too strongly (Anchoring Bias)
• Overvaluing confidence or authority (Halo Effect)

The more I study this, the clearer it becomes – awareness doesn’t make us perfect decision-makers, but it helps us pause.
And that pause often makes all the difference – in work, relationships, and yes, even in how we handle our financial decisions.

What biases do you notice in your daily decision making?

Learn about common Social Security filing mistakes and how understanding your options can help you make informed decisio...
11/04/2025

Learn about common Social Security filing mistakes and how understanding your options can help you make informed decisions about your benefits.

Want to maximize your Social Security check? Learn the 10 most common Social Security filing errors and the steps you need to take to boost your guaranteed retirement income.

Happy Thanksgiving! Wishing you a day filled with good food, joy, and cherished moments with your loved ones.
11/27/2024

Happy Thanksgiving! Wishing you a day filled with good food, joy, and cherished moments with your loved ones.

What have you done in the past that has paved the way for your success today?
11/19/2024

What have you done in the past that has paved the way for your success today?

Many current forecasts for China’s GDP growth are below 5%, but setting a lower target would signal less support for the...
04/01/2024

Many current forecasts for China’s GDP growth are below 5%, but setting a lower target would signal less support for the economy and could dampen confidence, said Jeremy Zook, the China lead analyst at Fitch Ratings, which is forecasting 4.6% growth this year.

One burning issue dominates as the 2024 session of China’s legislature gets underway this week: the economy.

Inheriting a Roth IRA can provide financial benefits, but understanding the rules and options is crucial. We'll cover ev...
03/28/2024

Inheriting a Roth IRA can provide financial benefits, but understanding the rules and options is crucial. We'll cover everything you need to know in this guide.

While inheriting a Roth IRA can provide financial benefits, understanding the rules and options is crucial. This guide covers taxes and more.

03/27/2024

The time is now to act on your love

Kids grow up so very fast. As a parent, securing their future is crucial. That includes saving for their education. The time is now to act. As a New York Life agent, I’m here to help you do just that. Working as your guide, I can help you create flexible strategies for their education.
Please reach out and let's work together to ensure their dreams become reality.

It may feel like the IRS taxes most of your hard-earned money, but some types of income are nontaxable.
03/25/2024

It may feel like the IRS taxes most of your hard-earned money, but some types of income are nontaxable.

The IRS has announced inflation-adjusted amounts for several family tax credits. Learn which one you’ll qualify for in 2...
12/22/2023

The IRS has announced inflation-adjusted amounts for several family tax credits. Learn which one you’ll qualify for in 2024 and how much each tax credit is worth.

The IRS has announced inflation-adjusted amounts for several family tax credits and deductions. Which will you qualify for in 2024? And how much are they worth?

The IRS has released higher federal tax brackets for 2024 to adjust for inflation. Take a look at the increased standard...
12/20/2023

The IRS has released higher federal tax brackets for 2024 to adjust for inflation. Take a look at the increased standard deductions and the adjustments for other tax provisions, in this article.

The IRS on Thursday announced higher federal income tax brackets and standard deductions for 2024. Here's what taxpayers need to know.

If you’re contemplating an IRA rollover, remembering these three important rules can help you avoid making a costly tax ...
12/18/2023

If you’re contemplating an IRA rollover, remembering these three important rules can help you avoid making a costly tax mistake.

Three important IRA rollover rules to remember. As always, getting taxes wrong can be costly.

Address

2033 Le Mans Drive
Carrollton, TX
75006

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