Broker Check

844-WestPac

Newsletter

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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Newsletters prior to 2018 have been archived.


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