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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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    • GOING IN REVERSE

      July 10, 2019

      By Ian Berger, JD IRA Analyst When driving your car, most of the time you’re going forward. But sometimes, like when you back into a parking spot in anticipation of beating the traffic after a sporting event or concert, you must shift gears to reverse. So it is with rollovers between 401(k) plans (or other employer plans) and IRA’s. Most of the time you’ll be considering a rollover [...]

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      By Ian Berger, JD IRA Analyst ‘Tis the season for bee stings and mosquito bites. Just like those summer irritations, 401(k) plan loans have their own annoying rules that can make them risky transactions. Fortunately, a provision of the 2017 tax reform law applied a little hydrocortisone to help relieve the itch. One advantage that 401(k) plans have over IRA’s is that 401(k)’s (as [...]

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      By Sarah Brenner, JD IRA Analyst Happy 4th of July to all the loyal readers of the Slott Report! This summer holiday is a time for barbecues. This is a time when all ages come together to celebrate. Families will gather to grill hot dogs, roast marshmallows and watch fireworks. If the conversation around the grill should happen to turn to retirement savings, here are 4 IRA tips, one for each [...]

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    • 5 QUESTIONS TO ASK BEFORE PURCHASING AN INDEXED ANNUITY

      5 QUESTIONS TO ASK BEFORE PURCHASING AN INDEXED ANNUITY Indexed annuities offer a unique and attractive blend of safety, growth potential, tax advantages, lifetime income and liquidity. But, it’s important to understand the terms of your individual contract. Here are some questions you can ask your insurance agent before signing on the dotted line. 1) How long is the term? Review the term [...]

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      How to Save For Retirement When You’re Raising Kids Alone

      How to Save For Retirement When You’re Raising Kids Alone It can be hard to save when you’re the only adult in the house, but putting money aside for retirement should be non-negotiable. Whether you are divorced, widowed or a single parent by choice, raising kids alone can be financially challenging. There is typically no second income to rely on, and tax breaks for singles can be less [...]

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      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 [...]

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