/
    • 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.

      Read More

      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.

      Read More

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

      Read More

      Financial Services

      Financial Services

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

      Read More

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

      Read More

      Insurance Services

      Insurance Services

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

      Read More

    • DOUBLE BROCCOLI VS. IRD

      April 22, 2019

      By Andy Ives, CFP®, AIF® IRA Analyst My son does not much care for broccoli. However, he knows it is for the greater good, and I insist he grow strong and healthy. As long as he lives under my roof, I could feed him broccoli for both lunch and dinner. Double broccoli is legal. But we both agree that would be excessively penal. The boy knows that if he eats broccoli for lunch, it will not be [...]

      Read more

      By Jeremy T. Rodriguez, JD IRA Analyst Question: First, thank you for the educational opportunity via the mailbag services. I'm 70 years old (will be 70 1/2 in July this year). I retired in 2014.  I have a 401K account (consisting of highly appreciated stocks and cash) with my former employer. Although the majority of the money is pre-taxed, I do have a small portion of the money in [...]

      Read more

      By Jeremy T. Rodriguez, JD IRA Analyst If the dictionary had pictures next to each word, the U.S. Tax Code would fit nicely next to the definition of “esoteric.” But as we all know, this complex web of rules and regulations cannot be ignored. Mistakes cost money, in the form of extra taxes, penalties, and interest. Some mistakes can be fixed, but not all. Even those that can be fixed may [...]

      Read more

      1 of page 113

    • 3 WAYS TO BRIDGE THE GENDER SAVINGS GAP

      3 WAYS TO BRIDGE THE GENDER SAVINGS GAP This post originally appeared on the National Life Group Main Street blog on 3/9. By Maria McLendon. When it comes to savings, the gender savings gap is huge. A recent study[1] indicated that women have 50% lower savings than their male counterparts. There are a number of reasons that this disparity exists, among these are that, on average, women earn [...]

      Read more

      Fixed Indexed Annuities: Principal Protection and Growth Potential

      Fixed Indexed Annuities: Principal Protection and Growth Potential Whether aiming for asset growth or protection, clients today face tough decisions when it comes to investing their retirement assets. They may be concerned about tying up money in a low-rate fixed account and missing the boat if rates increase. And with the unpredictable stock market, clients may see securities and variable [...]

      Read more

      CELEBRATING THE 22ND ANNIVERSARY OF FIXED INDEXED ANNUITIES

      CELEBRATING THE 22ND ANNIVERSARY OF FIXED INDEXED ANNUITIES Move aside, Valentine’s Day… there’s another reason to celebrate! This week, we’re commemorating the 22ndanniversary of Fixed Indexed Annuities (FIAs). While we can’t guarantee flowers or heart-eyed emojis, this anniversary marks the continuous advancement of a retirement product that can offer guaranteed lifetime income. Fixed[...]

      Read more

      37 of page 41