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February 2016

  • "It Does Not Follow" Non Sequiturs in Financial Comparisons
  • Average Annual Rate of Return (If you're going to use it, know what it is)
  • Creative "Event Insurance"
  • "Doing Security" with the Upper Middle Class

February-2016-WestPac-Newsletter.pdf

January 2016

  • A Cyborg Solution to Personal Finance
  • The Government Reserves the Right to Move the Goal Posts
  • Rejuvenating Neglected Life Insurance Policies
  • Is Consumer Lending About to Get “Uberized?”

January-2016-WestPac-Newsletter.pdf

December 2015

  • Mr. America and Barbie: Distortions in Personal Finance
  • Transitioning To Self-Employment
  • The Impact of Tweaked Assumptions
  • Do You Have December in 3D

December-2015-WestPac-Newsletter.pdf

November 2015

  • Thanksgiving & Giving Make You Rich
  • Low Interest Rates Squeeze Guaranteed Incomes
  • Durable Goods and Zero-Interest Loans
  • Loan Management for Insurance Policies

November-2015-Newsletter-WP2.pdf

October 2015

  • Will You Be Burned By Social Security?
  • In Practice, This Theory Doesn’t Work
  • 401(k) Options When You Change
  • Avoiding the Goodman Triangle

October 2015 Newsletter-WP2.pdf

September 2015

  • A 10th Man Perspective
  • Irrational Annuity Hostility
  • Social Security Maximization Strategies: Interesting, But Perhaps Irrelevant
  • Preventing Elder Financial Abuse

09-2015 Newsletter-WP2.pdf

August 2015

  • Big Engine Vs. Engineering
  • In Focus: The Pre-Retirement Zone
  • Offset or Paid Up?
  • Making DC Look Like DB… It’s Not So Easy

08-2015 Newsletter-WP2.pdf

July 2015

  • If The Pros Are Really Amateurs, What Are You?
  • Life Insurance In Retirement: A Good Idea For Everyone?
  • The Case Against Extra Principal Statements
  • Conventional Retirement Wisdom Needs More Than The 80% Rule

07-2015 Newsletter-WP2.pdf

June 2015

  • Your Employer As Financial Counselor?
  • Buying a Car: A Bigger, Longer Transaction
  • Why Don’t Americans Protect Their Human Capital?
  • BOLO: Outrageous IRS Phone Scammers

06-2015 Newsletter-WP2.pdf

May 2015

  • Perpetuating First Generation Success
  • Making Financial Provisions For Special Needs
  • Does Insurance Determine Your Debt Limit (Maybe It Should)
  • The New Retirement: It’s The Same As the Old, Except…

05-2015-Newsletter-WP2.pdf

April 2015

  • Dumb and Dumber, Super Bowl XLIX, and The Improbable in Real Life
  • Coffee Stains on The Disability Insurance Napkin
  • Ultimate Success In Small Business Requires a Succession Plan
  • Don't ignore The Savings-Investing Distinction

04-2015-WestPac-Wealth-Partners-Newsletter.pdf

March 2015

  • The Synergy of Wealth and Health
  • When Term Terminates
  • Gasoline Prices Down (But Not Really)
  • Retirement Maximization Strategy: Living Abroad

03-2015-WestPac-Wealth-Partners-Newsletter.pdf

February 2015

  • A Unified Theory to Save the Middle Class
  • The Whole Story on Life Insurance Persistency
  • Family Loans: Just Between Us and the IRS
  • The Challenge of Providing Competency, Protecting Assets

02-2015-WestPac-Wealth-Partners-Newsletter.pdf

January 2015

  • To Buy A Toaster, Or To Save: Why the choice is harder than you might think
  • Calculating Real, Real Returns for Whole Life Insurance.
  • New Year’s Resolution: Ask Someone Else To Get You In shape
  • The Economics of Today’s College Education

2015-01-WestPac-Wealth-Partners-Newsletter.pdf

December 2014

  • You May Not Retire On Your Own Terms
  • Buckets: Does a Macro Approach Fit a Micro Issue?
  • The Responsible Approach: Transferring Responsibility
  • Borrowing for Year-End Transactions

12-2014-WestPac-Wealth-Partners-Newsletter.pdf

Newsletters prior to 2015 have been archived