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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HOT TOPIC: All Eyes on the U.S. Economy as It Caps Off Decade of Growth
This article compares the current economic expansion with prior business cycles and examines developments that could affect future growth.
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Steps to Executing an Exit Strategy
Monetizing a closely held business can be a difficult process, so owners may want to plan an exit strategy before they really need one.
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Community Property Laws: Yours, Mine, and Ours
Community property laws that apply in nine states and “equitable distribution” laws that apply in other states.
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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.
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.