by westlakeFi | Sep 2, 2020 | Community, Economic, Financial Services, News, Opinion, Politics, Webinar
What’s Next Join us for a discussion on what’s next with us, the economy, the stock market. Weekly Newsletter Investor’s Advantage strives to support our community in their struggles to overcome the fear of finance, so we’ve developed and continually add...
by westlakeFi | Aug 28, 2020 | Community, Economic, Financial Services, News, Opinion, Politics, Webinar
Lawyer On Deck Do You Need a Lawyer? If you aren’t working with an attorney, today is a great day to get to know one long before you have an urgent need. Where most of us don’t think twice about having a family doctor or keeping a handy man on call, many people feel...
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 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 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...
by westlakeFi | Jul 29, 2020 | Community, Economic, Financial Services, News, Opinion, Politics, Webinar
Long Term Care Options When most people think of long-term care for the elderly, they think of nursing homes. But it can involve much more than that. It also means home health care and personal care, and help with chores, all of which can be necessary for older people...
