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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Newsletters prior to 2018 have been archived.