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Investing for Impact

March 7, 2022
You and your family have unique financial goals. Often, those goals are based on individual and family values. You...
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Socially Conscious Investing Continues to Grow in Popularity

Socially Conscious Investing Continues to Grow in Popularity

January 5, 2022
Most of us try to do our part for the environment. We recycle. Some of us buy hybrid cars....
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Traditional vs Roth 401(k)

Traditional 401(k), Roth 401(k) or both?

July 28, 2021
Retirement savings plans can be confusing. If you’re in the working world, chances are that your employer offers a...
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Three Strategies for Tax-Efficient Investing, Grow

Three Strategies for Tax-Efficient Investing

July 20, 2021
Developing and managing a comprehensive, adaptable investment strategy is challenging enough on its own. When you factor in the...
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5 Tips for Dealing With Sudden Wealth

May 28, 2021
Have you experienced a sudden windfall? If so, you’ll likely deal with financial and emotional changes as you adjust...
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Wealth Planning Considerations for "DINKs", Grow

Wealth Planning Considerations for “DINKs”

May 12, 2021
On the surface, the life of DINKs (couples with dual incomes and no kids) may seem easy and carefree...
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Tax Strategies for Funding Higher Education

Tax Strategies for Funding Higher Education

May 4, 2021
Parents typically use 529 accounts to cover the costs of paying for their children’s college. The advantages are that...
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Time to Rebalance Your Portfolio

Time to Rebalance Your Portfolio?

April 1, 2021
You don’t want to rebalance your portfolio just to do it or because certain stocks or bonds temporarily fall...
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Your Questions, Answered: Financial Spouse

Your Questions, Answered: Financial Spouse

March 25, 2021
On this week’s episode of Your Questions, Answered  Nicholas Rafetto  talks with  Brian Leitner  about educating your spouse on...
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Vacation-Home

Your Questions, Answered: Considerations for Vacation Homes

March 4, 2021
On this week’s episode of Your Questions, Answered  Valerie Escobar talks with  Brian Leitner  about things to consider before...
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Tax Law and Home Ownership, Article

Taxes & Home Ownership: What Interest Can You Deduct?

February 26, 2021
As you think about your tax strategy, it’s important to be updated on what type of interest you can...
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IRAs Traditional or Roth, Grow

IRAs: Traditional or Roth?

February 6, 2021
The traditional IRA and Roth IRA have pros and cons, and, depending on your personal circumstances, one may be...
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