We help Business Owners establish or change 401k plans, as well as Professionals, Retirees, & Widows prepare for a financially independent retirement.
Welcome, I’m David Lesnick, a financial professional in Glendale, AZ. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 623-640-7785.
How Income Taxes Work
A quick look at how federal income taxes work.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Knowing the rules may help you decide when to start benefits.
Can you keep up with your children’s mobile slang?
Probate can be a completely public process, or it can be managed to include as little information as possible.
Calculating your potential Social Security benefit is a three-step process.
Understanding how a stock works is key to understanding your investments.
There are things about Social Security that might surprise you.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess how many days you'll work to pay your federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you may need to save for retirement.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Investors seeking world investments can choose between global and international funds. What's the difference?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
All about how missing the best market days (or the worst!) might affect your portfolio.