LeAlta Financial Group

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!

05/15/2024

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.

This short video illustrates the importance of understanding sequence of returns risk.

05/08/2024

Your home mortgage interest may be deductible. Do you itemize your deductions?

Use this calculator to assess the potential benefits of a home mortgage deduction.

05/01/2024

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.

Estimate how much of your Social Security benefit may be considered taxable.

04/24/2024

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.