Leon Rousso, CFP and Associates

"Remember when value didn't have to be added"

 
 
 
 
Thank you for visiting our website. It's primary purpose is to allow existing clients or potential new clients to better understand what we do and how we do it. To get valuable information to enhance the quality of their lives and to learn about our values, style and experience.

There is plenty of information stored within our site.

Please take time to visit these pages and see how helpful they can be for you or your business.

If you are an existing client thank you as always for your confidence and support over these past 29 years.

If you are new to us we look forward to earning your trust so that we may have an opportunity to serve you or your business.

George Burns said "You only live once but if you do it right once is enough"

Celebrate Life

Leon

  
Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

Newsletters

Love and Marriage and Retirement

More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

The Problem with Investment Gains

Believe it or not, a significant investment gain, especially one from an unexpected source, can pose a risk to your progress toward long-term goals if it's not handled properly.

The Board of Directors: A Key to Company Success

Given the wide and important role that the board plays, it is a good idea to look beyond the glossy portraits and become familiar with the individuals tasked with guarding shareholder wealth.

Help Your Family Help You

Obviously, most of us prefer to keep our personal finances personal, but opening a discussion about family finances could help prevent headaches and challenges when difficulties strike.

More Newsletters →