LeAlta Financial Group

08/17/2026

Change is good! After 30 plus years at the same location, our office has officially moved. The new space has been great and we would love for you to come visit us soon.

08/05/2026

After almost 20 incredible years with us, Canela is moving on to a new chapter. Canela hasn't just worked here; she truly helped build the fabric of who we are today.

Thank you, Canela, for your hard work, endless patience, and many contributions to the succes of our team. You will be deeply missed, but we are excited to watch you thrive in your new role!

07/27/2026

Seeing 93-year-old Willie Nelson in concert with my family was a powerful reminder of what it takes to stay "On the Road (Again)" for the long haul.
Willie's incredible longevity offers a lesson for our financial futures: The longer you live, the more critical your wealth strategy becomes.
While Willie famously overcame massive tax debt in the nineties with creative workarounds, a solid, proactive strategy is always better than a dramatic recovery. Planning for a long, vibrant life means building a foundation that goes the distance:
• Protect cash flow: Secure reliable income for later years.
• Diversify assets: Protect your portfolio from market shifts.
• Tax efficiency: Structure investments to legally keep more of what you earn.
• Build buffers: Account for unexpected life detours.
A robust financial strategy keeps your future secure so you can keep living the life you love.

04/11/2026

Our animal friends have brought us lots of joy, laughter and some crazy messes. Here are a few of our loves over the years, not to mention all of the frogs, lizards and fish that small hands used to bring home. Cheers to our favorite companions!

04/01/2026

You can gain key money skills at any age. Make a commitment to learn more about personal finances during in April.
Let us know if we can help.

11/14/2025

This week, we are celebrating Cynthia Salvador’s 6-year work anniversary! Cindy is a joy to collaborate with, and she makes the office a better place every day. Thank you, Cindy for always showing up with positive energy. Your work ethic and dedication to delivering outstanding results are truly appreciated.

11/11/2025

01/16/2025

🔄 2025 IRS Update Alert!

Your workplace retirement contribution limits are getting a boost. Here's what you need to know:
↗️ Basic limit: $23,500
↗️ Age 50+ catch-up: $7,500
⭐ NEW! Ages 60-63 super catch-up: $11,250

What this means: If you're between 60-63, you could contribute up to $34,750 in 2025!
These increased limits will apply to most workplace retirement accounts, including 401(k)s, 403(b)s, and government TSPs. While IRA limits remain at $7,000 ($8,000 if you're 50+), this extra room in workplace accounts opens up new possibilities for your retirement strategy.

Just keep in mind that employers will need to opt in to offer the super catch-up provision. 💪


Source:

Contribution limits for 401(k) and other workplace retirement plans rise for 2025. Sixty- to 63-year-olds get a super contribution for the first time.

10/31/2024

We were proud to be one of the sponsors for the inaugural KoaStrong Golf Tournament. This organization is dedicated to funding critical research for the prevention of childhood cancers. Our foursome had a great day of golf while supporting an important cause. KoaStrong.org

05/21/2024

This bookshelf in my office is for my favorite things. Today is the 22nd anniversary of earning the Certified Financial Planner designation. Time really does fly!