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Latest Articles

Retirement

  • 9 Facts About Retirement
  • What to Expect in Your First Year of Retirement
  • Social Security: Maximizing Benefits
  • Who Is Your Trusted Contact?
  • Women on the Rise
  • Choosing a Retirement Plan that Fits Your Business
  • What Is a Roth 401(k)?

Estate

  • Problems with Probate
  • Four Steps to Valuing an Estate
  • Estate Management Checklist
  • A Brief History of Estate Taxes

Investment

  • The Utility of Sector Investing
  • The Anatomy of an Index
  • Alternative Investments - Going Mainstream
  • A Primer on Dividends
  • A Taxing Story: Capital Gains and Losses
  • Inflation & Your Money
  • How Stocks Work

Tax

  • How Income Taxes Work
  • How to Make the Tax Code Work for You
  • Five Most Overlooked Tax Deductions
  • Understanding Marginal Income Tax Brackets
  • Tax & Estate Strategies for Married LGBTQ+ Couples
  • Filing Final Tax Returns for the Deceased
  • What Do Your Taxes Pay For?
  • Do You Owe The AMT?
  • What Is a 1035 Exchange?

Money

  • The Half Million Dollar Baby
  • Buying vs. Leasing a Car
  • How Big is Money?
 

Contact

Office: (314) 394-2354

Fax: (314) 394-2357

12412 Powerscourt Drive

Suite 30

St. Louis, MO 63131

info@leer-financial.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Additional insurance services offered through LEER Financial, who is not affiliated with Osaic Wealth, Inc. or registered as a broker-dealer. Osaic Wealth does not provide tax or legal advice.