Skip to main content
menu
   
  • Home
  • About
    • Meet Your Advisor
    • Meet Your Servicing Team
    • Why Our Clients Choose Us
  • Our Approach
    • Our Services
    • Our Events
    • Our Investment Process
    • Our Financial Planning Process
  • Blog
  • Resources
    • Outlook 2025 and Midyear 2024
    • Premium Newsletter
    • LPL Financial Market Commentary
    • Daily Market Update
    • Monthly Wealth Wisdom Newsletter
    • Financial Calculators
    • Useful Links
    • Videos
  • Contact
  • Client Login
  • City Beach

Blog

Leo Maheras | Aug 3, 2023

5 Compelling Reasons to Rethink Social Security

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 five compelling reasons why you should
Read More
Leo Maheras | Aug 3, 2023

Investment Planning: The Basics

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 that first step — getting started.
Read More
Leo Maheras | Jun 28, 2023

The Problem With the Retirement Age: Too High

As the wealthiest society in human history, it is reasonable to expect that we should prioritize the well-being of our citizens, particularly as they age. Yet
Read More
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
Read More
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)
Read More
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

Read More
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
Read More
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

Read More
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
Read More
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
Read More
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
Read More
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
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Page 2
  • Page 3
  • Current page 4
  • Page 5
  • Page 6
  • Page 7
  • Page 8
  • Page 9
  • Next page Next ›
  • Last page Last »

We manage assets for individuals and families, providing investment management, and financial planning services.

Subscribe To Our Newsletter

Office

1777 Borel Place
Suite 407
San Mateo CA 94402

Contact Info

P: 650-525-0600
F: 650-525-0610
TF: 888-525-0602
E: lmaheras@maheraswealthmanagement.com

     

Get in Touch

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.

The LPL Financial representative associated with this website may only discuss and/or transact business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

CRPC conferred by the College for Financial Planning

 

LPL Financial Form CRS

© 2025 Maheras Wealth Management, Inc. All rights reserved.