Welcome to LEER Financial Wealth Management
Listen | Evaluate | Educate | Recommend
L isten to your specific needs, goals, sensitivities, risk tolerance and time horizon.
E valuate your current circumstances, strategies, and plan.
E ducate you on your options as well as the advantages and disadvantages of each option.
R ecommend specific strategies that suit your situation and frequently review your progress.
Newsletters
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Competing Goals: Pay Off Student Loans or Save for Retirement?
Some college grads pay off student loans at the expense of saving for the future. See steps that may help them do both.
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Key Tax Breaks for Business Owners
Small-business owners will want to take full advantage of every legal tax break available, such as deductions for a home office and automobile expenses.
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HOT TOPIC: The Fed Hits the Brakes: No Rate Hikes Projected in 2019
The Fed signaled a pause in raising interest rates. How markets reacted and what the change says about the direction of the U.S. economy.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.