Broker Check

844-WestPac

Newsletter

Please sign up to the right to receive a complimentary newsletter regarding industry-related topics each month.

September 2019

  • Is Family Caregiving in Your Future?
  • Intentional Inheritance
  • Cash Value Loans? Gotcha!
  • Don't Compartmentalize Your Retirement Plans

September-2019-WestPac-Newsletter.pdf

August 2019

  • 8000 Days: Imagine the Possibilities
  • Don't Blame the Coffee
  • How You Doin'? (A Self-Assessment)
  • FOMO and FOL: the Same but Different

August-2019-WestPac-Newsletter.pdf

July 2019

  • Playing Moneyball with Life Insurance
  • Insight: High Income ≠ Financial Savvy
  • Dynamic Principles for a Good Year
  • The Duty of Every American: Archiving Tax Records

July-2019-WestPac-Newsletter.pdf

June 2019

  • Do You Believe? A Fix for "Dumb Money"
  • Why Are We Underprepared for Widowhood?
  • Reality Check: the Delusion of an Athletic Scholarship
  • How Life Insurance Could Extend Your Life

June-2019-WestPac-Newsletter.pdf

May 2019

  • How Savings Protect Your Investments
  • The Chart of The Century
  • Spending: The House Drives Everything
  • More Money or More Time?

May-2019-WestPac-Newsletter.pdf

April 2019

  • Stupid Rules and Principles
  • Section 199A: Unintended Consequences for Small Business Owners
  • Pirates and Password Retrieval
  • The Framing of Tax Refunds

April-2019-WestPac-Newsletter.pdf

March 2019

  • A Blast From The Past (As In 1999) 
  • "The Bank of Mom & Dad" vs. Retirement
  • The First Life Insurance Decision 
  • 4 Percent Consols: The Oldest "Active" Debt

March-2019-WestPac-Newsletter.pdf

February 2019

  • Planning for Leisure Before Retirement
  • Debunking a "Flat Earth" Theory
  • Can You Adjust Your Biological Age
  • Premium Financing: Leveraging for Life Insurance

February-2019-WestPac-Newsletter.pdf 

January 2019

  • The Others in Your Retirement
  • Your 2018 Tax Return: Will You Pay More or Less?
  • Cover Your (Small Business) Assets
  • IRA. 401(K). YOYO.

January-2019-WestPac-Newsletter.pdf

December 2018

  • A Retreat to Move Forward
  • Easing Off Accelerated Debt Reduction
  • Getting to "AHA" with Whole Life Insurance
  • Can Imaginary Numbers Effect Real Change?

December-2018-WestPac-Newsletter.pdf

November 2018

  • Getting On The Right Track
  • To Buy or Rent? Your Results May Vary
  • Smart Giving
  • Remembering What You Already Forgot

November-2018-WestPac-Newsletter.pdf

October 2018

  • The Deception of the Ledger
  • Life After Driving: An Overlooked Phase of Retirement
  • In America, Anyone Can Borrow Like a President (But Should They?)
  • Who's In Your Dunbar Number?

October-2018-WestPac-Newsletter.pdf

September 2018

  • The Antidote for Irritationality
  • Keep Saving "Alive" During A Disability
  • The Backstory for "Buying The Farm"
  • Empty Nest Catch-Up Plans

September-2018-WestPac-Newsletter.pdf

August 2018

  • Is It Time to Flip the Script?
  • Keeping Permanent Life Insurance Permanent
  • College Knowledge: 136 Names for Student Loans
  • That's Funny (And True).

August-2018-WestPac-Newsletter.pdf

July 2018

  • On Fire For Retirement
  • Paid-Up Whole Life Insurance- With Just One Payment
  • Are Your Vital Records Certified?
  • Business Built to Survive Creative Destruction

July-2018-WestPac-Newsletter.pdf

March 2018

  • Re-Inventing Personal Finance
  • Auto-Enrollment: A "Nudge" Toward More Debt?
  • "Too Late Smart" About Life Insurance?
  • Three Steps to Preventing The Lost Estate Plan

March-2018-WestPac-Newsletter.pdf

February 2018

  • Who Passes Up a 400 Percent Return?
  • The Tension between Opportunities and Guarantees
  • Tax Management Can Be a Financial Emergency

February-2018-WestPac-Newsletter.pdf

January 2018

  • College Education v. Debt and Savings
  • Unintended Consequences: 401(k)s Clobber the Best Savers
  • Term Life Insurance: It's Not So Simple

January-2018-WestPac-Newsletter.pdf

Newsletters prior to 2018 have been archived.


Subscribe To Our Newsletter

Name
Email
Phone
Thank you! Oops!