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Bob Westberg
 CPA/PFS, CFP, CLU, CHFC, CLTC
Financial Advisor
(630) 297-8795

(630) 297-8796

rwestberg@ft.newyorklife.com

5201 Washington St. Suite 1

Downers Grove, IL 60515

AR Insurance License: #366524
CA Insurance License: #0C63619

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Articles

Having control over your day-to-day finances

Having control over your day-to-day finances

Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.

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Easy steps for starting a "surprise" fund

Easy steps for starting a "surprise" fund

Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.

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Budgeting for a non-budgeter

Budgeting for a non-budgeter

Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started. 

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Disclosure

Bob Westberg is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agent is properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Bob Westberg (AR Insurance License #366524) (CA Insurance License #0C63619).

Bob Westberg is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 5201 Washington St Ste 1, Downers Grove, IL 60515, 630-297-8795. Securities products and services are offered only in jurisdictions where the registered representative is properly registered.

Bob Westberg is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial adviser and Eagle Strategies LLC are properly registered.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

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