Articles

Financial Conversation Tips for Couples

Communication about money is often fraught for couples, and bringing the topic up with your partner can be challenging. But discussing financial concerns, goals and
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Preparing Teens for Financial Adulthood

Learning how to properly manage money is a crucial life skill that can take years to develop. For teens who may be earning an income
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Preparing for the 2021 Tax Season

How a financial advisor can help you manage your taxes this year  Reducing your tax burden can help you manage your wealth and free up
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Choosing the Right Life Insurance Policy

How to compare plans based on your specific needs The basic premise behind life insurance is simple: You pay premiums to an insurance company, which
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How to Make a Wealth-Transfer Plan

A well-designed plan protects your wishes and helps avoid conflict among your heirs. A wealth transfer plan guides the movement of your assets from your
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Understanding Retirement Income Tax

When you retire, you’ll likely draw your income from several sources—such as retirement accounts, taxable investment accounts, and Social Security Benefits. Each of these sources
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Your IRA and Your Legacy

Individual retirement accounts can play a valuable role in the estate planning process Individual retirement accounts (IRA) are a cornerstone of many people’s retirement savings
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Keeping Emotions at Bay During Virus Volatility

Fear, uncertainty, volatility, panic—these emotions are nothing new to the world of investing. In fact, they seem to reappear on a fairly consistent basis. The
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5 Tips for Navigating the Coronavirus Crash

When stock markets experience sudden downturns, investors can feel anxious and make decisions detrimental to their long-term goals. After all, when you’ve worked hard for
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Focusing on True Wealth

Frank A. Leyes & Associates

Private Wealth Management

Focusing on True Wealth

Frank A. Leyes & Associates

Private Wealth Management