Sound Advice Financial Planning

I help Business Owners, Professionals, Retirees, & Widows prepare for a financially independent retirement.

 

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David Lesnick is an Investment Advisor Representative of National Planning Corporation, which is part of one of the nation's largest independent Broker/Dealer networks. Please be advised that presently David Lesnick holds Series 07, 24, and 63; and is registered to sell stocks, bonds, mutual funds, variable annuities, and variable life products, and provide investment advice. No parts of this communication should be construed as an offer to sell any security or provide any investment advice or recommendations. Securities will fluctuate in value and aresubject to investment risks including possible loss of principal.
Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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Newsletters

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Investing in the Future

Due to the fiscal struggles of state governments, in-state tuition and fees at public four-year colleges and universities rose dramatically for the 2011-12 school year. The cost of private institutions also continues to increase. This article presents information on the cost of a college education and how a 529 plan may be a helpful savings vehicle.

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

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