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Blog

Leo Maheras | Sep 20, 2021

Life Insurance Changing Times, Changing Needs

When Judy purchased her life insurance policy 10 years ago, she thought her insurance planning was complete. She assumed that if she paid her premiums on time
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Leo Maheras | Sep 9, 2021

Clearing the Air on 401(K) Hardship Withdrawals

When it comes to 401(k) plans, some people may find themselves a bit confused about the 10% Federal income tax penalty for withdrawals prior to age 59½ and
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Leo Maheras | Sep 3, 2021

College Financial Aid: Do Your Homework

If one or more of your children will reach college age soon, you may be wondering how you will manage all the costs. For many families, a financial aid package
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Leo Maheras | Aug 30, 2021

6 Essential Tips for Retirement Planning

Retirement planning is all about the future, your future. Whether you are classified as a millennial, Gen Xers, women, or you are in your 40s-50s, retirement
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Leo Maheras | Aug 17, 2021

Should You Be Concerned About Inflation?

If you pay attention to financial news, you are probably seeing a lot of discussion about inflation, which has reared its head in the U.S. economy after being
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Leo Maheras | Aug 16, 2021

What Can A Financial Professional Do for Non-Profits?

As of 2017, about two-thirds of all nonprofit organizations in the U.S. had annual budgets of less than $1 million. For these non-profit organizations where
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Leo Maheras | Aug 10, 2021

Taxpayer Appreciation Day—Recognizing Taxpayers' Contributions

Though U.S. taxpayers received an extra month to file and pay their federal income taxes in 2021, some are still smarting from having to write a check to the
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Leo Maheras | Aug 2, 2021

Summer of 2021, the Fed, Interest Rates & Me

A few days before the official start of summer on June 21st, Wall Street’s eyes and ears were on the Federal Reserve, and as expected, the Federal Open Market
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Leo Maheras | Jul 27, 2021

U.S. Tech Salaries Are Growing Fastest

The latest Dice Tech Salary report is based on a survey of 9,000 employed technologists across the United States and it provides an insight into the development
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Leo Maheras | Jul 19, 2021

Hostage Data: Ransomware and Protecting Your Digital Information

On May 7, 2021, the Colonial Pipeline, which carries almost half of the East Coast's fuel supply from Texas to New Jersey, shut down operations in response to a
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Leo Maheras | Jul 12, 2021

Client-Financial Professional Communication During Times of Uncertainty

During times of uncertainty, communicating with your financial professional can be beneficial when life-altering events occur. For some, survival is their only
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Leo Maheras | Jul 6, 2021

Five Workplace Trends Will Shape Life After Lockdown

We are experiencing the biggest remote work experiment in history – but many are beginning to imagine life after lockdown. Amid unprecedented global job losses
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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. Please note Maheras Wealth Management, Inc. and LPL do not provide legal or tax advice.

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