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Blog

Leo Maheras | Jun 28, 2023

Why You Need a Summer Emergency Fund

Summer is the season of fun and relaxation, but it can also be a time of unexpected expenses. From last-minute vacations to sudden home repairs, these months
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Leo Maheras | Jun 28, 2023

5 Financial Facts About the Sandwich Generation

The "sandwich generation" is the descriptive term for adults generally between the ages of 40 and 59 who are raising a minor child (or supporting a grown child)
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Leo Maheras | Jun 28, 2023

Land of the Debt Free: 3 Steps To Declare Your Financial Independence

Financial independence means different things to different people. For some, it might mean early retirement. For others, the ability to travel the world. It is

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Leo Maheras | Jun 28, 2023

Retirement Revolution: 3 Reasons to Rethink Your Retirement Plan

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 time to indulge in hobbies and enjoy
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Leo Maheras | Jun 28, 2023

10 Tips to Work Toward Financial Freedom

Financial freedom is a state of being in control of one's finances, covering expenses easily, and saving for future goals. Financial freedom enables you to

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Leo Maheras | Jun 1, 2023

401(k) Rollovers Can Make or Break Retirement

In an era characterized by high job turnover, it is more important than ever for employees to carefully manage their retirement savings. With a significant
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Leo Maheras | Jun 1, 2023

3 Ways Planning For Retirement is Like Planning For Summer Break

For kids, teens, and college students, summer break often represents freedom from schedules, responsibilities, and all those other drains on your time
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Leo Maheras | Jun 1, 2023

Retirement Annuities Explained: What They Are and How They Work

Having enough retirement income is a top concern for many Americans nearing or in retirement. Even though they may have saved consistently throughout the
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Leo Maheras | Jun 1, 2023

2023 Tax Guide to Fringe Benefits Release

The IRS has released the 2023 final version of its Publication 15-B (The Employer’s Tax Guide to Fringe Benefits). The “What’s New” section of the publication
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Leo Maheras | Apr 20, 2023

Your 529 Account: Making Contributions and Withdrawals

To qualify as a 529 plan under federal rules, a state program can't accept contributions in excess of the anticipated cost of a beneficiary's qualified
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Leo Maheras | Apr 20, 2023

4 Ways Wise ‘Olderpreneurs’ Can Use Their Age to Their Advantage

Age plays a role in many aspects of life, and business is no different. Unfortunately, many have a perception of youth being something essential when it comes
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Leo Maheras | Apr 20, 2023

How to Stay Committed to Your Financial Goals

Setting healthy financial goals is critical. Even more important is staying committed to those financial goals. Keeping yourself committed to your goals may be
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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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