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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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    • THE SKINNY ON DC PLANS

      August 19, 2019

      By Ian Berger, JD IRA Analyst You may know that you participate in a DC retirement plan. But what exactly does that mean? (Hint: It doesn’t mean that your plan is sponsored by the District of Columbia.) “DC” actually stands for “defined contribution” plan. Defined contribution plans are a type of company retirement plan and are distinguished from DB (“defined benefit”) plans/[...]

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      By Andy Ives, CFP®, AIF® IRA Analyst Question: Hello, I have heard Ed speak at several different Wells Fargo events and he spoke one time about clients who over contribute to their 401(k). I believe there was a strategy where they can move the excess to an IRA. Can you tell me where to find more info on this strategy? Answer: There is no strategy to move an excess 401(k) [...]

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      By Andy Ives, CFP®, AIF® IRA Analyst Just as IRA and 401(k) plans have different levels of bankruptcy protection, so too do other possessions. Whether these assets are qualified or not, there are ways to shield oneself from creditors. Case in point - in order to shelter certain monies, a couple in Wisconsin sold their 1974 Plymouth and some real estate. They subsequently purchased a [...]

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    • Why Retirees Should Consider Indexed Annuities

      Why Retirees Should Consider Indexed Annuities Given their inverse relationship, when bond interest rates begin to climb, bond prices decrease in market value—as they have been for the last year especially. When approaching retirement, what strategies are retirees left with to ensure long-term financial success? Principal Protection Planning for the future, and retirement [...]

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      20 Things You Can Learn From Your Parents’ Retirement

      20 Things You Can Learn From Your Parents’ Retirement Millennials are saving more than ever for retirement, at an average 7.5 percent of income. Still, this number, which was released as part of a recent report on retirement readiness from investment firm Fidelity, is far from the firm’s recommended benchmark of 15 percent per year. For today’s young workers, planning for retirement [...]

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      New Study: America's Retirement IQ is Low

      New Study: America's Retirement IQ is Low Boomers Lack Knowledge & Are Undersaved for Retirement A startling number of baby boomers don’t know how much money they need to live comfortably during retirement, and without a target in mind, have ended up saving very little. In fact, 1 in 4 baby boomers have less than $5k saved for retirement. But the good news for boomers struggling to [...]

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