Before your initial appointment, we ask that you watch this video from our Founder & Principal Advisor, David Donhoff, in order to be fully prepared for your meeting and know exactly what to expect.
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Social Security SCAM – How to Protect Your Info!
8.7% Social Security COLA raise? Here come the Social Security SCAMMERS, beware! The GOOD news: Those already taking their Social Security annuity income benefits in 2023 will see the largest single-year cost of living adjustment raise in their lifetime (so far, and likely their parents lifetime as well!) How much of an increase? 8.7% for…
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Trusted Contact (Mom’s Story)
Who should we call? Hey gang, Dave Donhoff, your advisor at leverage planners, wealth management, and a bit of a different, unique, um, unique video, uh, conversation here today. So this is a little sensitive buckle up a little time here. I want to share, first of all, started rye right off the bat with…
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State Of The Summer
Red on the markets charts everywhere, and so many people in the general public are freaking out and worrying, but NOT YOU, not OUR people.