Welcome to Leander Wealth Management
Are you the head of your family, a small business owner or both? Maybe you are a professional, contractor, consultant, benefits manager, or employee? Whatever you do for a living or how you provide for your family..
Planning for the future doesn't have to be hard.
Although planning can seem overwhelming and complicated at times, working with a financial professional when you're close to retirement, just starting out, or somewhere in between can make a difference.
At Leander Wealth Management, it all starts with a conversation to get to know you and understand what is important to you.
Where are you today?
We will evaluate your current financial situation.
Where do you want to be tomorrow?
We will discuss goals that are important to you to live your best life.
How can you get there?
With a customized financial analysis based on you and those important to you, we will determine strategies to meet those best life goals.
Ready to get started?
Let's have a conversation!
Contact us today to get started at 512-817-3531 or ruen.jeff@principal.com.
Newsletters
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Mutual Funds: What’s in Your Portfolio?
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
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HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?
This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
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It’s Your Money: Why Not Get Your Withholding Right?
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
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All Eyes on the Earnings Picture
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?