by westlakeFi | Aug 19, 2020 | Community, Economic, Financial Services, News, Opinion, Politics, Webinar
Looking at Life Insurance When it comes to life insurance, it is our opinion that those of us who are Life and Disability licensed begin the conversation with a very bad question; what is your budget for life insurance? The first question should be “do you actually...
by westlakeFi | Aug 14, 2020 | Economic, Financial Services, News, Opinion, Stock Market, Video
Interview with Yahoo Finance’s The Final Round John Grace, Investor’s Advantage Corp. President, joins The Final Round panel to discuss his thoughts on the market, what impact a new stimulus package could have, and where investors’ should be looking in such a...
by westlakeFi | Aug 12, 2020 | Community, Economic, Financial Services, News, Opinion, Politics, Webinar
Reverse Mortgages – How They Really Work When reverse mortgages first became available, they were generally treated as a last resort option after other resources were depleted, or as a way to obtain quick access to a large lump-sum of assets. Although a reverse...
by westlakeFi | Aug 10, 2020 | Economic, Financial Services, News, Opinion, Stock Market, Video
FOMO Investing with TD Ameritrade’s Market Overtime People are fearing missing this big run in the stock market, but should they be worried about a pullback. John talks with TD Ameritrade’s Market Overtime about FOMO investing and active vs passive...
by westlakeFi | Aug 7, 2020 | Economic, Financial Services, News, Opinion, Stock Market, Video
COVID Economics with Rick Sanchez “This V shaped thing that a lot of people are hoping for, that may not be on the horizon” Rick Sanchez John talks about the jobs report and what that could mean for the economy. Weekly Newsletter Investor’s...
by westlakeFi | Aug 5, 2020 | Community, Economic, Financial Services, News, Opinion, Politics, Webinar
Protecting Retirement Income for Life Retirement today looks very different than it did 50 years ago. Join us to learn how we are planning for our clients to: 1. Have income throughout a long retirement 2. Maintain their same lifestyle 3. Participate in potential...
