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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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    • 5 Retirement Savings Strategies for Younger Workers

      No one can argue that the millennial generation faces big challenges when it comes to savings. Younger workers are dealing with record setting student loan debt, high housing costs and stagnant wage growth. It’s hard to save for retirement when you are worried about the next month’s rent. Here are five strategies to help younger workers get started saving for retirement. 1. Start Small [...]

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      Avoid Accidentally Making a Prohibited Transaction: This Week’s Q&A

      This week's Slott Report Mailbag examines TDAs, IRAs, and prohibited transactions.  As always, we recommend you work with a competent, educated financial advisor to keep your retirement nest egg safe and secure. Question: I am a retired New York City educator who has a considerable amount accumulated in a TDA. I would like to reduce my tax burden, as I am now 65 years of age. What would[...]

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      Hurricane Harvey Relief from IRS and the Department of Labor

      Here is a preview of what might come if Hurricane Irma hits the U.S. IRS and the Department of Labor (DOL) have made several announcements regarding various tax and retirement plan rules and deadlines that have been modified to allow relief for Hurricane Harvey victims. The latest was an announcement regarding the donation of leave time and vacation time pay to charities for use in helping [...]

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    • Extreme Lack of Diversification Could Add to Retirement Crisis Balance Gained By Considering Alternative Financial Products Like FIAs

      The retirement crisis has become a topic of conversation in the United States, and while its actualization is still widely debated, there is no doubt Americans need to take additional steps in order to ensure a financially stable retirement – one that allows them to cross off items on their bucket list while managing to pay for medical bills and other essential costs of living.   New data [...]

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      Social Security tips for singles

      Not married? Here are strategies to help you maximize your Social Security benefits. Key takeaways ✔ The longer you delay Social Security, the higher your monthly benefits. ✔ Divorced: Your benefit can be based on your ex-spouse’s work history. ✔ Widowed: Consider claiming survivor’s benefits or your own, and switch later. ✔ Consider all your income sources when [...]

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      Americans are spending more money after they retire

      Most people expect to spend less money after they retire. But that might not be the case -- at least not at first. Spending rose for more than half of taxpayers during the first three years after claiming Social Security, according to a report based on tax data and analyzed by economists at the Investment Company Institute and the IRS. Those with lower incomes were most likely to be spending [...]

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