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Blog

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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April is National Financial Literacy Month

Mar 31, 2023
April is National Financial Literacy Month – an entire month dedicated to underscoring the importance of learning...
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5 Social Security Benefits You Might Be Missing Out On 

Mar 31, 2023
Most people know that once they approach retirement age, their reward for years of work comes from Social Security...
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The History of Mom-and-Pop Shops and How To Support Them Today

Mar 10, 2023
Mom-and-pop businesses have held a special place in the hearts of American consumers since the beginning of retail...
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Reducing Credit Card Debt Without Depriving Yourself

Mar 10, 2023
Credit card use can be beneficial to your finances if managed appropriately. Learning to balance credit card use with...
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How Women Can Optimize Their Gifting Strategies

Mar 10, 2023
Combining today's low gift tax rates with a historic peak on the lifetime gift tax exemption amount (currently $12.06...
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Buying Insurance: What Savvy Consumers Should Know

Mar 3, 2023
You're ready to buy an insurance policy, but you feel a bit uneasy embarking into the insurance world. After all, the...
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Pay Down Debt or Save for Retirement?

Feb 1, 2023
You can use a variety of strategies to pay off debt, many of which can cut not only the amount of time it will take to...
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An Engineer's Guide to Financial Planning

Feb 1, 2023
As an engineer, you already likely know the importance of accurate input when it comes to the final equation, which may...
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4 Types of Entrepreneurship  

Feb 1, 2023
Being an entrepreneur is a dream for many. The idea of being the boss and watching your ideas take shape into a company...
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Ways to Support Black Business  

Feb 1, 2023
As the call continues to come for following through on support of minority-owned businesses,[1] many are wondering how...
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Steps to Protect Yourself From Identity Theft

Dec 23, 2022
Identity theft is one of the fastest growing crimes in the United States, with as many as 10% of Americans over age 16...
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A Look at Tax Planning for Retirement

Dec 23, 2022
After years of saving and planning for their golden years, many people nearing retirement fail to consider the tax...
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Preparing to Get Organized

Dec 23, 2022
Let’s get real: Maintaining a home that looks like one featured in a magazine is not an easily attainable goal. But...
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Five Healthy Habits for Financial Wellness  

Dec 23, 2022
Financial stress can have a direct negative impact on a person's health and happiness. Unfortunately, this may lead to a...
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Get SMART with Your New Year’s Resolutions

Dec 23, 2022
Many of us set resolutions every New Year’s Day. But if your resolution is too broad or doesn’t have a deadline, it is...
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Things to Consider When Writing a Business Plan  

Dec 8, 2022
Categories
Entrepreneur
Small Business
You may know that your small business needs a written business plan—but how do you get started? What elements should...
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Christmas Shopping Lessons for Investors

Dec 8, 2022
Categories
Investor
As Christmas sales loom, we face an endless array of sparkly, shiny and occasionally innovative items. As an investor...
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Top Year-End Investment Tips

Dec 8, 2022
Categories
Investing
Just what you need, right? One more time-consuming task to be taken care of between now and the end of the year. But...
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4 Charitable Giving Strategies to Consider

Dec 2, 2022
Through charitable giving, you can support causes or organizations you believe in and lock in tax benefits...
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#GivingTuesday: A Global Day for Giving Back

Oct 31, 2022
November brings us Thanksgiving – a day for simply giving thanks. The 11th month also brings us Black Friday and Cyber...
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The Changing Face: Dual Income Families

Oct 31, 2022
The concept of the “traditional” American family is continually changing. The dual income family—with both spouses...
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Most successful entrepreneurs are older than you think

Oct 31, 2022
The romanticized image of entrepreneurs is a picture of youth: a 20-something individual with disruptive ideas...
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What You Need to Know about Financial Fraud

Oct 31, 2022
Many of us grew up in a world where it was customary to be friendly, courteous, and trusting. Unfortunately, assumptions...
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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

CRPC conferred by the College for Financial Planning

Please note Maheras Wealth Management, Inc. and LPL do not provide legal advice or services.

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