Tag Archives: Finances

Retirement Resources President, Dave Boike Has A Financial Spring-Cleaning Offer To Make Sure Everything Is Organized And Positioned Properly To Give Clients The Biggest Bang For Their Buck.

Retirement Resources President and Investment Advisor, Dave Boike, suggests taking a fresh look at finances during the spring season to make sure financial papers are as tidy as the home front before the lazy hazy days of summer arrive.  Auburn Hills, MI — March 14, 2019— Dave Boike, President of Retirement… Read more »

President/CEO of Forest Hills Financial, Jaime Westenbarger Talks About Open Enrollment Season.

Jaime Westenbarger, Forest Hills Financial Founder and President/CEO advises setting aside quiet time to fully consider health-plan offerings during open enrollment in order to make the best decisions that could impact expenses as well as health. GRAND RAPIDS, MI, January 11, 2015: Founder and President/CEO of Forest Hills Financial, Jaime… Read more »

President/CEO of Forest Hills Financial, Jaime Westenbarger Reveals Changes to Social Security.

Jaime Westenbarger, Forest Hills Financial Founder and President/CEO, discusses dramatic changes to Social Security that will have huge impact on finances of many married and divorced couples at or nearing retirement age. GRAND RAPIDS, MI, January 4, 2016: Founder and President/CEO of Forest Hills Financial, Jaime Westenbarger posted a new… Read more »

President/CEO of Forest Hills Financial, Jaime Westenbarger Talks About Open Enrollment Season

Jaime Westenbarger, Forest Hills Financial Founder and President/CEO advises setting aside quiet time to fully consider health-plan offerings during open enrollment in order to make the best decisions that could impact expenses as well as health.

President/CEO of Forest Hills Financial, Jaime Westenbarger Has Tax Saving Year-End Strategies.

Jaime Westenbarger, Forest Hills Financial Founder and President/CEO, provides a range of year-end tax strategies that could help make filing 2015 taxes much easier.

President/CEO of Forest Hills Financial, Jaime Westenbarger Has Year End Advice to Prep for Tax Time.

Jaime Westenbarger, Forest Hills Financial Founder and President/CEO has a few moves anyone can make to get out ahead at tax time. He advises making these moves before the end of the year to be in the best possible position.

President/CEO of Forest Hills Financial, Jaime Westenbarger Advises Gut Check For Market Volatility.

Jaime Westenbarger, Forest Hills Financial Founder and President/CEO, says market volatility is a constant and recommends a gut check during the current roller coaster frenzy created by recent events in China, Greece and Puerto Rico.

Financial Services Expert, Perminder Chohan Clarifies the Value of Small Business Insurance Coverage.

Inspiring, award-winning business leader and financial services expert, Perminder Choban promotes business insurance coverage for even the smallest business saying it could mean the difference between success and failure.

President/CEO of Forest Hills Financial, Jaime Westenbarger on Real vs. Robot Advisors.

Jaime Westenbarger, Forest Hills Financial Founder and President/CEO uses current events to make the case for real financial advisors over trendy robo-advisors saying the savings during volatility in the market far exceed the minimal fees everyone seems be fixated on.

Financial Services Expert, Perminder Chohan Suggests Beginning Estate Planning Early

Inspiring, award-winning business leader and financial services expert, Perminder Choban recommends thinking about estate planning as something you do to show your loved ones how much you care as opposed to associating the process with thinking about death or illness.