by westlakeFi | Apr 25, 2019 | Financial Management, Opinion, Retirement, Stock Market
Investing is for living too long. Life insurance is for dying too soon. We suggest keeping the two jobs separate as the work serves entirely different purposes. Typically we use insurance for dying and savings and investing for living after your last paycheck. Mixing...
by westlakeFi | Mar 28, 2019 | Community, Financial Management, Financial Services
Focus on your finances: 3 ways investors can take advantage! Diversify Your Portfolio Look For Active Management Strategies How Much Life Insurance Do You...
by westlakeFi | Mar 28, 2019 | Financial Management, Opinion, Retirement, Stock Market
Unlike just 15 years ago, many boomers are discovering that the large, high-end homes with their high-maintenance costs no longer fit their needs as they grow older. Oh, but younger people aren’t buying them. It wasn’t that long ago when boomer retirees were rushing...
by westlakeFi | Mar 23, 2019 | Community, Financial Management, Financial Services
Focus on your finances: 3 ways investors can take advantage! Determine what you want your money to do. You get what you pay for. How much loss can you...
by westlakeFi | Mar 8, 2019 | Financial Management, Opinion, Retirement, Stock Market
Building sand castles is great fun on the beach until an unforeseen wave or wind bluff picks up a grain of sand or two to cause your beautiful monument of creativity to come crashing down forever, right before your very eyes. The date of ‘the fixer’s’ testimony,...
by westlakeFi | Jan 22, 2019 | Financial Management
As you may know, I have a real problem with those in my industry who tell investors to literally ‘do nothing’ as they watch their life savings disappear into thin air. No matter where we are in the world or where our money might be at a given time it makes a great...
