Monthly Newsletter
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December 2020
- Are You Tall Enough to Invest?
- Being Warren Buffett - For Your Kids
- Healthy Spending Today = Better Spending Tomorrow
- The Last Thing to Do Before Year-End
December-2020-WestPac-Newsletter.pdf
November 2020
- Block Out the Noise: It's All About Income
- The DIY Annuity: It May Be Possible, Until It Isn't
- Saving to Pay Off the Mortgage
- Getting Then Giving, or Is It Giving Then Getting?
November-2020-WestPac-Newsletter.pdf
October 2020
- Play the Center Square - and Dominate!
- 401(k) Loans and Unemployment - a Bad Combo
- Deposits: How Magic Happens!
- The Household CFO: Efficient or Risky?
October-2020-WestPac-Newsletter.pdf
September 2020
- The View From Mount Stupid
- Non-Guaranteed Assets: In Theory and Practice
- Has the Pandemic Locked You Out of a HELOC?
- The Blue Zone Financial Professional
September-2020-WestPac-Newsletter.pdf
August 2020
- Living Prudently in the Now
- A One-Club Suggestion for Personal Finance
- Remote Work, Nexus, and Jock Taxes
- Technology Dilemma: When is Easier Better?
August-2020-WestPac-Newsletter.pdf
July 2020
- Why Your "Number" is Really Two Numbers
- Financial Insight From the Pandemic: Many Americans Didn't Make Their Beds
- The Cares Act: Yes or No to CRDs or RMDs
- The $10 Million American Life
July-2020-WestPac-Newsletter.pdf
June 2020
- Surviving the Black Swan
- Will You Lose Your Rings in Retirement?
- A Real-Life Risk Tolerance Test
- Not Having Insurance Makes Me More Careful (WHAT?!)
June-2020-WestPac-Newsletter.pdf
May 2020
- Balancing Efficiency and Resilience
- Cash Values for Retirement Income: A Case Study
- The Special Needs Trust: A Hopeful Answer to Tough Questions
- The Actuaries Have Spoken: TWD is Risky!
May-2020-WestPac-Newsletter.pdf
April 2020
- The Nastiest, Hardest Problem in Finance
- The Illusion of "Defeased Debt"
- Backhoes and Life Insurance: When "Simple" Becomes "Simplistic"
- A Retirement Investment that Yields 3X Happiness
April-2020-WestPac-Newsletter.pdf
March 2020
- Pragmatic Visualization
- The Secure Act Changes IRAs
- Interest Rates: Is the Long Term Trend Lower?
- The Irrational Exuberance in Men's Underwear
March-2020-WestPac-Newsletter.pdf
February 2020
- A Sophisticated Perspective on Cash
- The Trustee for Your Estate Plan: Choose Wisely
- Should You Pay Off Your Mortgage Before Retirement?
- Why You'll Select the Aardvark Account
February-2020-WestPac-Newsletter.pdf
January 2020
- Eustress to Relieve Money Stress
- Real ID and Other Important Documents
- Gradually, Then Suddenly - In Cars
- The Virtues of Prosperity
January-2020-WestPac-Newsletter.pdf
December 2019
- Making a List, Checking It Twice
- Is Now...Could Be Later...Might Not
- When You're Saving, Save Room for Dessert
- Have You Been "Framed" About Retirement?
December-2019-WestPac-Newsletter.pdf
November 2019
- The Desirable Borrower
- Keeping it Real
- Individual Disability Insurance: A Must-Have for "Specialized Incomes"
- A Bunch of Good Reasons to Give
November-2019-WestPac-Newsletter.pdf
October 2019
- Finding a T-Shirt That Fits
- Don't Be a Test Pilot!
- The Unfortunate Phenomenon of Gray Divorce
- The After-50 Entrepreneur
October-2019-WestPac-Newsletter.pdf
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.