Leithner Financial Group

10/23/2026

Being the reliable one at work can be a strength, but when it becomes hard to switch off, that “workaholic” tendency can start taking over more of your life. Here are a few signs worth noticing.

You can’t sit with your wins: If your brain jumps straight to “what’s next,” pause to reflect on what the success actually says about your skills.

Work controls your mood: If one rough meeting follows you home, an end-of-day ritual can help create some separation between work and personal time.

Rest makes you anxious, not relaxed: If time off feels neglectful, define what “enough” looks like before you start so you’re less likely to keep adding “just one more task.”

See which warning signs may be worth paying attention to: https://cnb.cx/4i1WzqS

10/12/2026

Make today the day you move closer to one savings goal forward. Increase an automatic contribution, open a separate account for a specific goal, or transfer a set amount now to get started.

10/08/2026

Retirement isn’t just about growing your nest egg; it’s also about managing taxes once you start using it. One planner compares direct indexing to a custom kitchen rather than a meal kit: it offers more ways to customize how you manage a taxable portfolio. Here’s how it works:

Own the ingredients, not the fund: Holding individual stocks instead of an index fund can create more opportunities to harvest losses and offset gains.

Set a capital gains budget: Planning realized gains in advance can help coordinate Roth conversions while keeping tax brackets and Medicare surcharges in mind.

Build flexibility for later: Carried-forward losses may give you more options when managing taxes on future withdrawals, including when larger expenses such as long-term care come up.

See whether direct indexing could play a role in your retirement tax strategy: https://bit.ly/473LUWq

A tax planning strategy that combines direct indexing and tax-loss harvesting could help retirees minimize what they pay Uncle Sam and keep more of their wealth.

10/07/2026

Financial planning doesn’t have to mean tackling everything at once. Pick one goal that matters most right now, whether it’s paying down debt, building savings, or planning for a major expense, and identify one step you can take this month to move it forward.

09/23/2026

Oil prices are climbing as Middle East tensions escalate, and inflation is back on investors' radar. This month’s Market Observatory breaks down what the bond market is really signaling about interest rates and how the Fed might respond. Watch here: https://bit.ly/4iHaROu

What message is the bond market sending on inflation—and will the Fed listen? Watch the Market Observatory with Chris and Sam to learn more.

09/23/2026

Only 42% of Americans are on track for retirement, and baby boomers trail at just 40%. Missing out on modern 401(k) features like autoenrollment meant fewer chances to build savings during key earning years. Learn how you might close the retirement gap: https://bit.ly/4h5MM2G

Compared to other generations, baby boomers are the least prepared for retirement. See how your generation stacks up and consider how ready for retirement you’ll be.

09/16/2026

Having any kind of debt is burdensome, but credit card debt can be especially difficult to manage. Do you know all your options for paying off your balance? Learn about various strategies to figure out which one will work best for your situation: https://bit.ly/43bdlux

Credit card debt can be a significant financial burden, and if you have a sizable balance, trying to pay it down can be stressful. Here are the best ways to pay off credit card debt.

09/13/2026

Grandparents pass down stories, traditions, wisdom, and so much more. Today, we celebrate the lasting impact they have on every generation that follows. Happy Grandparents Day!

09/11/2026

Is your 401(k) headed in the right direction? National 401(k) Day is a good time to check your progress and make sure your retirement savings are on track.

09/11/2026

On this day of remembrance, we pause to reflect and honor all those affected by September 11. We will never forget.