West Advisory Group, Inc. Presents:
$2.2 Trillion Stimulus and Its Impact On Your Retirement
The government recently passed a $2.2 Trillion Stimulus Bill to help with the COVID-19 economic relief. While this will undoubtably help our economy immediately, there are likely long-term consequences that may impact your retirement.
West Advisory Group, Inc. has partnered with tax and retirement experts, Marty Ruby and Becky Swansburg to help explain the long-term impacts and some precautions you can take with your retirement.
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Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and West Advisory Group, Inc. are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. Marty Ruby and Becky Swansburg are paid speakers and their presentation should not be construed as an endorsement of my services.
Marty Ruby, FSA
Martin Ruby, FSA is CEO of Stonewood Financial and one of the country's leading experts on tax-efficient retirement income strategies. A noted author and public speaker, Martin wrote The No-Compromise Retirement Plan, which experts have praised for its eye-opening discussion on saving in today's market and tax environments. An actuary and respected business leader, Martin has served in senior leadership positions in the financial and insurance industry, and brings his background in risk management to today’s top financial concerns for savers.
Becky Swansburg did not set out to become an author or an expert on retirement saving. With a background in communication and government, she spent her early career working in Congress and the White House, assisting government leaders with some of the most pressing issues facing our nation. Becky’s work on tax policy and America’s savings habits turned her attention toward the urgent needs of today’s retirees. Becky brings her policy background and extensive communication knowledge as author of The No-Compromise Retirement Plan.
Walter J. West
Walter is our Senior Financial Specialist and the founder of the West Advisory Group. He spends the majority of his time on client acquisitions, reviews, and operations. His normal day starts early and ends late and is always a little different, but Walter loves the challenge! All of this hard work is spent on helping his clients solve their investment problems and building roadmaps for their future. He finds his work extremely gratifying and loves coming up with new, cutting-edge ideas and strategies. He is passionate about bringing financial literacy to everyone and does this through independent and creative financial plans. More than just being interested in retirement planning, Walter has a much more personal connection to his career. Growing up, his great aunt focused her life on taking care of her family and was excited to leave a lifetime of wealth to her church and family. Unfortunately, she had to spend the remainder of her life in a nursing home, where she was forced to use most of her savings. Walter saw the impact this had on those around him and vowed to help others be prepared for situations like these. This experience was one of the motivations behind his goal of serving as many people as possible as he helps them pursue their goals. Walter is a problem solver at heart and educates his clients along the way. His clients often call him caring and state that he goes out of his way to get the job done. Outside of the office, Walter enjoys spending time with his wife and son. He considers his family to be his everything and strives to provide them the best environment possible. In addition to spending time with family, Walter enjoys playing the drums, making his own wine (and enjoying it, of course!), and being outdoors. He can often be found golfing, fishing, boating, and biking.