David LeidelWhat Clients Don’t SeeI like seeing what goes on behind the stage. I enjoy watching television shows that take you behind the scenes. I think you can learn from…Sep 4, 2018Sep 4, 2018
David LeidelWill Uncle Sam be Your Biggest Beneficiary?Most Americans will not be forced to pay estate taxes when they pass away, but have you cut out the Federal Government as a beneficiary…Aug 22, 2018Aug 22, 2018
David LeidelThe American Dream — 2018On July 11, 2018 the Urban Institute published a study on Millennial Home Ownership. The Urban Institute is a research firm that studies…Aug 15, 2018Aug 15, 2018
David LeidelUnwinding a $65k Tax PenaltyIndividual Retirement Accounts or IRAs can have explosive consequences to them. This is the case of a rollover that was handled…Jul 30, 2018Jul 30, 2018
David LeidelYou Really Die TwiceDeath, we will all face it. It isn’t something that we enjoy talking about. Some feel that they must plan for it, which is the responsible…Jul 14, 2018Jul 14, 2018
David LeidelDo I Need a Financial Advisor? Part 2As we continue this series on “Who Needs a Financial Advisor” I think I will start off by saying the answer is most of us. At some point in…Jul 12, 2018Jul 12, 2018
David LeidelTurning 65?Some birthdays are more memorable than others. Turning 18 or 21 is exciting. Turning 40 used to be dreaded but now 40 is the new 30, or…Jun 29, 2018Jun 29, 2018
David LeidelDo I Really Need a Financial Advisor? Part 1This is going to be a three-part series about going it alone in the financial world. I am going to address the changes that are taking…Jun 5, 2018Jun 5, 2018
David LeidelAs the Market Hysteria Continues, Here’s My TakeIn May 2010 the financial world was introduced to the Greek debt crisis and markets panicked. We found out that even small countries had…May 29, 2018May 29, 2018
David LeidelHow Managing Your Financial Goals is ChangingThere is no doubt that technology has and is changing the way we do things. The retail sector has seen this first hand. We leverage our…May 16, 2018May 16, 2018