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Blog

Navigating the 4 Phases of Retirement

Oct 31, 2023
Retirement seems like a long way off, but it arrives faster than you think. The big question is, are you ready? What...
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Know What You Are Worth Today to Map Out Your Financial Future

Oct 31, 2023
It does not matter how much money you have today; you still must know the details of what you are worth. Understanding...
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A Quick Guide to Estate Planning for Those With High Net Worth

Oct 31, 2023
Even if you never thought of yourself as especially wealthy, there may be a fair chance that you fall into the category...
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Talking To Your Children About Inheritance – Checklist

Oct 31, 2023
Generational wealth involves proactive financial planning, especially when parents or grandparents pass on their wealth...
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What to do With Stock Markets at All-Time Highs

Oct 2, 2023
The Dow Jones Industrial Average (DJIA) is an index of 30 very-large, blue-chip U.S. companies. The most recent all-time...
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Managing Financial Stress

Oct 2, 2023
Money concerns can be overwhelming to the point that they affect other aspects of your life, including your mental and...
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5 Ways a Financial Professional Can Be Your Financial Planning Superhero

Oct 2, 2023
If you find yourself wavering back and forth on whether it's worth involving a financial professional for tax...
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High Net-Worth Individuals-Are You Missing Opportunities in Your Financial Planning

Oct 2, 2023
High Net-Worth executives and those that have been self-employed, can experience common problems in their financial...
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A Mid-Year Review of Your Bond Allocations

Aug 28, 2023
Investing in financial markets requires a proactive approach, and one key aspect of maintaining a healthy investment...
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Investor Psychology When Bull Markets Take Hold

Aug 28, 2023
In the world of investing, there are few phrases as exhilarating as "bull market". These words conjure images of an...
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Credit Card Debt & The Implications for Investors

Aug 28, 2023
As Americans grapple with the challenges of dwindling purchasing power, credit cards have become a popular way to bridge...
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Protecting Your Loved Ones with Life Insurance

Aug 28, 2023
Categories
Life Insurance
Insurance Planning
Your life insurance needs depend on a number of factors, including the size of your family, the nature of your financial...
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Mutual Funds: Building Blocks for a Retirement Portfolio

Aug 3, 2023
Categories
Investing
Investment Planning
Diversification — not putting all your eggs in one basket — is one of the most cherished principles of investing. That's...
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Back to Basics- Diversification and Asset Allocation

Aug 3, 2023
Categories
Investing
Investment Planning
Investment Basics
When investing, particularly for long-term goals, there are two concepts you will likely hear about over and over again...
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10 Easy Financial Planning Steps for Beginners

Aug 3, 2023
Categories
Financial Planning
Are you unsure how to get started with financial planning? As you gather information to begin your financial planning...
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5 Compelling Reasons to Rethink Social Security

Aug 3, 2023
Categories
Retirement
Retirement Planning
Social Security Benefits
Social Security
It's important for individuals to reconsider relying solely on Social Security benefits as a retirement plan. Here are...
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Investment Planning: The Basics

Aug 3, 2023
Categories
Investing
Investment Planning
Why do so many people never obtain the financial independence that they desire? Often it's because they just don't take...
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The Problem With the Retirement Age: Too High

Jun 28, 2023
As the wealthiest society in human history, it is reasonable to expect that we should prioritize the well-being of our...
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Why You Need a Summer Emergency Fund

Jun 28, 2023
Summer is the season of fun and relaxation, but it can also be a time of unexpected expenses. From last-minute vacations...
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5 Financial Facts About the Sandwich Generation

Jun 28, 2023
The "sandwich generation" is the descriptive term for adults generally between the ages of 40 and 59 who are raising a...
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Land of the Debt Free: 3 Steps To Declare Your Financial Independence

Jun 28, 2023
Financial independence means different things to different people. For some, it might mean early retirement. For others...
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Retirement Revolution: 3 Reasons to Rethink Your Retirement Plan

Jun 28, 2023
Retirement is a time that many of us look forward to our entire careers. It is the reward for a lifetime of work and the...
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10 Tips to Work Toward Financial Freedom

Jun 28, 2023
Financial freedom is a state of being in control of one's finances, covering expenses easily, and saving for future...
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401(k) Rollovers Can Make or Break Retirement

Jun 1, 2023
In an era characterized by high job turnover, it is more important than ever for employees to carefully manage their...
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3 Ways Planning For Retirement is Like Planning For Summer Break

Jun 1, 2023
For kids, teens, and college students, summer break often represents freedom from schedules, responsibilities, and all...
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Retirement Annuities Explained: What They Are and How They Work

Jun 1, 2023
Having enough retirement income is a top concern for many Americans nearing or in retirement. Even though they may have...
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2023 Tax Guide to Fringe Benefits Release

Jun 1, 2023
The IRS has released the 2023 final version of its Publication 15-B (The Employer’s Tax Guide to Fringe Benefits). The...
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Your 529 Account: Making Contributions and Withdrawals

Apr 20, 2023
To qualify as a 529 plan under federal rules, a state program can't accept contributions in excess of the anticipated...
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4 Ways Wise ‘Olderpreneurs’ Can Use Their Age to Their Advantage

Apr 20, 2023
Age plays a role in many aspects of life, and business is no different. Unfortunately, many have a perception of youth...
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How to Stay Committed to Your Financial Goals

Apr 20, 2023
Setting healthy financial goals is critical. Even more important is staying committed to those financial goals. Keeping...
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FUNDING STAGES IN A STARTUP, EARNEST MONEY & DUE DILIGENCE AND THE PITFALLS OF AGREEING TO DISAGREE

Apr 20, 2023
Starting a new business is an exciting and challenging venture, and securing funding is often one of the biggest hurdles...
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FUNDING STAGES IN A STARTUP, EARNEST MONEY & DUE DILIGENCE AND THE PITFALLS OF AGREEING TO DISAGREE

Apr 20, 2023
Starting a new business is an exciting and challenging venture, and securing funding is often one of the biggest hurdles...
Read More

401(k) vs. Life Insurance: Comparing Your Retirement Savings Options

Apr 20, 2023
When it comes to saving for retirement, the options can seem endless. From 401(k) plans to IRAs, to Roth IRAs, health...
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These Are the Best Ways to Teach Kids about Money

Mar 31, 2023
Money can be a confusing and unapproachable topic for adults, let alone for kids. The key is to teach children about...
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The Benefits of Volunteering

Mar 31, 2023
With the cost of providing health care and other employee benefits rising, small businesses may find it difficult to...
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Leo Maheras is a registered representative with, and securities and advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA, FL, IL, IN, NJ, NY, OH, WA

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