June 28, 2019
It’s More Than Just the Money in Retirement
You might imagine that we work with quite a few people nearing retirement. So, what do you think is the first thing people consider when thinking about their retirement? Yes, you got it — it’s their money. Yet, according to […]
June 18, 2019
Do you Know Your Retirement IQ?
Imagine… 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 […]
May 20, 2019
Help your Gen Z’er find their way Financially
Millenials about to be surpassed by Generation Z… Millenials are currently the largest population segment. They have surpassed the Baby Boomers, according to a 2018 Bloomberg analysis of United Nations data. Yet Generation Z is about to surpass the Millenial […]
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
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 2, 2018
20s, 30s & Beyond…Money Matters by Age
Recently we met with the child of one of our “fifty something” clients. She is in her late 20’s. She was aware enough in 2008 to hear about the devastation that friends of her parents suffered during that time in […]
January 15, 2018
Savvy Women Take Charge of Their Financial Future
The facts speak volumes…Today women are the primary breadwinners in 44 percent of the U.S. households. 38% of women out-earn their husbands and it is estimated that women will control more than 67% of the wealth by the year 2020. […]
January 1, 2018
A invitation to think differently…
Some eagerly anticipate the excitement of the opening day of their favorite sporting event. For others, it’s the sound and smell of a new book, pages crisp, clean and words jumping off the page. While for others, it’s the first […]
December 12, 2017
Obstacles to Retirement: Courage is half the battle
Retirement is an idea that can offer solace AND anxiety. It is something that we have to grasp financially as well as emotionally. And no matter what, it involves a considerable amount of the unknown. We’ve seen countless folks let […]