Our mission is to provide financial freedom through customized wealth management solutions. Through excellence in service and the highest level of integrity, Leslie Global Wealth leads clients to pursue their dreams.Contact Us
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
The federal government requires deceased individuals to file a final income tax return.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
When do you need a will? The answer is easy: Right Now.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
What does your home really cost?
The decision whether to buy or rent a home may have long-term implications.
How will you weather the ups and downs of the business cycle?