David Leszczewski, Benefits Advsior AMBA

01/09/2024

If you get a post from me on your wall with a car crash then report as suspicious please. Sorry, somebody hacked my account.

05/29/2023

On , we honor and remember the brave men and women who gave their lives in service to our country. We are forever grateful for their sacrifice and the freedoms they have secured for us.

03/25/2023

I passed my Series 63 exam today! Now I can help others by opening up brokerage accounts and setting up retirement plans too.

03/23/2023

Sound financial planning is like building a house. Each level supports the other. The foundation is protection or insurance coverage like health, life, disability, P&C, and long term care. The next level is an emergency fund of 3-6 months of annual income. Next is saving for retirement. Next is saving for college education. The roof is speculative investments or accumulation of assets. Lastly the chimney is distribution of income during retirement. How does your financial house look compared to the blueprint? Any weak areas?

02/16/2023

While market volatility can be unsettling, it's inevitable - so don't lose sight of your long-term goals. Here are tips for staying focused. https://www.eaglestrategies.com/public_files/Planning_Essentials_-_Putting_Market_Volatility_-_Eagle_-_final.pdf

02/15/2023

With inflation rising, now's a good time to make your portfolio more inflation-proof. Learn more. http://www.eaglestrategies.com/public_files/Inflation_Fact_Sheet_-_Eagle_-_final1.pdf

02/14/2023

Do you know that inheriting assets can be more tax-efficient for loved ones than receiving gifts? Familiarize yourself.http://www.eaglestrategies.com/public_files/Planning-Essentials-A-Step-Up-in-Basis-and-Why-it-Matters-in-Estate-Planning-Eagle-Final1.pdf

02/14/2023

Family is what you make it, so make sure your loved ones and all your dreams for the future are protected.

Whole life insurance can be a great investment for you and your family. Learn how this type of investment can support your financial goals.

01/19/2023

Whole life insurance can offer both advantages and disadvantages as an investment vehicle. Take a look at these pros and cons to help you decide if its right for you.

A life insurance policy can be a solid addition to a well-rounded financial plan. If something happens to you, your life insurance will provide a death benefit to your loved ones that they can use to pay final expenses, clear debts or cover everyday living expenses. Whole life insurance is one po

01/19/2023

Congress is expected to pass a bill that will make big changes to your retirement plan, allowing you to save more. Here’s what you need to know.

Americans could start saving a lot more for retirement.

12/08/2022

Most people don't plan to become a caregiver, but if your loved one needs help, you'll be there to offer it without hesitation. Learn how you can be better prepared to handle a long-term illness or injury.

Being a caregiver for a spouse can be emotionally, physically, and financially taxing. Learn from New York Life what you can do to help prepare.