Retirement May 14, 2026
5 Questions to Ask Before You Retire
Before you set a retirement date, walk through these five questions with your spouse and your advisor. The answers will shape everything that comes next.
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Insights from Leon Financial Services.
Plain-English articles on the financial topics our clients ask about most.
Retirement Apr 28, 2026
Social Security: When Should You Claim?
Claiming early, at full retirement age, or waiting until 70 can change your lifetime benefit by tens of thousands. Here's how to think about the decision.
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Insurance Apr 02, 2026
The Real Cost of Long-Term Care
Most people underestimate how long-term care costs can derail an otherwise solid retirement plan. We break down the numbers and the options.
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Tax Mar 19, 2026
Roth Conversions in Your 60s
The window between retirement and Required Minimum Distributions is often the sweet spot for Roth conversions. Here's why — and how to think about it.
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About Mar 03, 2026
Why We're Independent (and Why That Matters)
Being an independent firm affiliated with LPL Financial isn't a marketing line. It changes what we can recommend and how we work with you.
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Investment Feb 12, 2026
Market Volatility: What History Tells Us
Pullbacks feel personal in the moment. Zoom out, and the pattern is remarkably consistent. A look at the data and what it means for long-term investors.
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