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    • A FEW WORDS ABOUT US

      We here at Leonetti Insurance & Financial Services specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.
    • Farmers Insurance Group is an American insurer group of automobiles, homes and small businesses and also provides other insurance and financial services products.

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      Farmers Inurance

      Farmers Inurance

      Farmers Insurance Group is an American insurer group of automobiles, homes and small businesses and also provides other insurance and financial services products.

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    • Our primary goal is keeping our clients' money safe from volatile and risky investments.

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      Financial Services

      Financial Services

      Our primary goal is keeping our clients' money safe from volatile and risky investments.

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    • Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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      Insurance Services

      Insurance Services

      Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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    • Avoid 60-Day Rollover Mistakes: This Week’s Q&A

      This week's Slott Report Mailbag looks into 60-day rollovers, IRA withdrawals, and NUAs.  As always, we recommend you work with a competent, educated financial advisor to keep your retirement nest egg safe and secure. Question: A few weeks ago, I withdrew money from my IRA (they withheld 10% for taxes). Later I discovered I did not really need this money.  Can I repay this money within [...]

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      Quiz Yourself With These IRA Questions!

      After you’ve answered the questions below, scroll down to see the answers and see how well you know your stuff! 1) Of Roth IRAs, Roth 401(k)s and inherited Roth IRAs, which, if any, are subject to required minimum distributions? 2) Technically speaking, what does IRA actually stand for? 3) Which type of account(s) hold more of American’s retirement money today; IRAs OR 401(k)s, [...]

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      The High Cost of IRA Mistakes

      So you think you don’t need/can’t afford an advisor? Have you considered the cost of making IRA mistakes? Even seemingly simple transactions are subject to rules and restrictions under the tax code. Did you contribute too much by mistake? This mistake cannot be corrected by simply withdrawing the excess amount. There are rules on how to fix the mistake. If you are not thoroughly familiar with [...]

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    • 7 Instances When You Will Want Life Insurance for Retirement

      7 Instances When You Will Want Life Insurance for Retirement A frequent question among those nearing and in retirement is: Do I need life insurance for retirement? The answer, like most financial planning related questions, is that it depends.  When you are working, the purpose of life insurance is to replace your income or pay off large debts in order to help provide for your loved ones or [...]

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      Three key decisions to make before you retire

      Three key decisions to make before you retire When to take Social Security, how to pay for health care, and how to generate income. Key takeaways: ✔ The longer you can delay collecting Social Security, the higher your benefit. ✔ Plan for health care costs and figure out how you will pay for them. ✔ Match essential expenses like food, housing, and health care with guaranteed [...]

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      4 WAYS TO SAVE WHILE PAYING OFF STUDENT LOANS

      You’ve walked across the stage, shook the university president’s hand, and waved to your beaming family and friends. All of those late nights in the library suddenly feel worth it, but you know with the student loans, the work of school is not quite yet complete. According to a report from HelloWallet, every dollar in student loan debt can end up reducing your overall retirement savings by 35 [...]

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