June 18, 2019
How’s Your Retirement IQ?
Imagine rolling into the operating room where you are scheduled for surgery. Then, imagine being handed the scalpel and the nurse saying to you, “You’ll be operating on yourself today.” This is how millions of Americans approach retirement. The surgeon […]
May 20, 2019
Help your Gen Z’er find their way Financially
While Millenials are currently the largest population segment, having surpassed the Baby Boomers, according to a 2018 Bloomberg analysis of United Nations data, using 2000/2001 as the generational split, Millenials are about to be surpassed by Generation Z. Gen Zers […]
April 17, 2019
Do You Kazoo!
What is Kazoo? Kazoo is a financial planning Membership designed to provide you with affordable, broad access to financial planning professionals. Who is Kazoo for? Kazoo is designed for individuals and families who may be starting on their path toward […]
April 16, 2019
4 Ways to Manage Taxes in Retirement
Think you’ll pay less in taxes during retirement? Careful, it’s not always the case. If you haven’t planned your spending and income sources right, you just might have an unexpectedly high tax bill. So how can you plan for lower taxes […]
March 14, 2019
Should I invest in a Roth IRA or a Traditional IRA?
One of the questions we often get this time of year is, “Should I invest in a Roth IRA or a Traditional IRA?” So, to help you as you consider which is best for you, here are some important facts: […]
September 12, 2018
Lenity in the news…
Mark Bova, Co-Founder of Lenity Financial is quoted nationally in Financial Planning Magazine! Check this out… How to Use ETFs to Hedge Against Interest Rates – Financial Planning Magazine READ MORE
August 23, 2018
What Should Financial Advice Look Like?
Many people have hired a “financial planner” or “financial advisor” for investing their retirement rollover or the kids’ college savings. Often, we’ve heard people say they use a “financial planner” or “financial advisor,” yet the person they’ve hired typically invests […]
April 30, 2018
Managing Your Money with Intent…Peace of Mind
Being intentional with your money can make a difference. When you consider the many things in life that can cause you stress, money is a big one. In fact according to a 2017 American Psychological Association Stress Statistic, for 62% […]
March 9, 2018
Inflation and How It Impacts Your Money
So what’s inflation all about and how might it impact your money? In 1926, a U.S. Postage Stamp cost $.02 cents. Today, a stamp costs $.50 cents. If you had $1.00 in 1926, placed it under your mattress, and pulled […]
February 15, 2018
Take this Quiz: Be Intentional – Key to greater financial success!
Jan and Bill are married, have two kids, and within the last few years have moved into a new home. Both Jan and Bill work full-time, contribute to their employer 401(k) plans, and have started saving for their kids’ college. […]
