John LeRoy, CFP ®
Parsippany, New Jersey, United States
2K followers
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Many clients around my age ask me if they should buy Long Term Care Insurance, often because they are dealing with their own aging parents’ care. For…
Many clients around my age ask me if they should buy Long Term Care Insurance, often because they are dealing with their own aging parents’ care. For…
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Just like your gym workouts should be “personalized” so should your Estate Planning. While a simple will might be appropriate for many, a more…
Just like your gym workouts should be “personalized” so should your Estate Planning. While a simple will might be appropriate for many, a more…
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We are excited to announce our 4th Annual Summit Growth Partners’ Summit is just 3 weeks away at PGA National in Palm Beach Gardens, FL. It will be…
We are excited to announce our 4th Annual Summit Growth Partners’ Summit is just 3 weeks away at PGA National in Palm Beach Gardens, FL. It will be…
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100 Fastest Growing Advisors to Watch
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A law that took effect this year allows unused 529 funds to be transferred to Roth IRAs tax-free, up to certain limits. Parents can now move the…
A law that took effect this year allows unused 529 funds to be transferred to Roth IRAs tax-free, up to certain limits. Parents can now move the…
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Summit Financial has been named to the 2024 Barron's Top 100 RIA Firms, coming in at #50! 🏆The #Top100RIA list spotlights the nation's finest…
Summit Financial has been named to the 2024 Barron's Top 100 RIA Firms, coming in at #50! 🏆The #Top100RIA list spotlights the nation's finest…
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Tax planning is crucial now more than ever given the expiration of the Tax Cuts and Job Act at the end of 2025. With the uncertainty surrounding the…
Tax planning is crucial now more than ever given the expiration of the Tax Cuts and Job Act at the end of 2025. With the uncertainty surrounding the…
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The results are in for the 2025 Best Colleges in the U.S. as per Wall Street Journal/College Pulse. The ranking rates the top 500 universities in the…
The results are in for the 2025 Best Colleges in the U.S. as per Wall Street Journal/College Pulse. The ranking rates the top 500 universities in the…
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Legendary investor, Warren Buffett, has pledged to give away most of his fortune before he dies so he can make a difference during his lifetime…
Legendary investor, Warren Buffett, has pledged to give away most of his fortune before he dies so he can make a difference during his lifetime…
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After 38 years, 5 million air miles, 997 time reports, 1000's of clients across 6 of the 7 continents, and (at least) 4 major generations of…
After 38 years, 5 million air miles, 997 time reports, 1000's of clients across 6 of the 7 continents, and (at least) 4 major generations of…
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The ‘forgotten generation,’ born between 1965 and 1980, launched their careers when the 401K was a new concept, starting a massive shift in how…
The ‘forgotten generation,’ born between 1965 and 1980, launched their careers when the 401K was a new concept, starting a massive shift in how…
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Believe it or not, as pets are increasingly seen as members of the family, modern estate planning tools like pet trusts or including pets in a will…
Believe it or not, as pets are increasingly seen as members of the family, modern estate planning tools like pet trusts or including pets in a will…
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Your income might not be regular, but your saving, budgeting and financial planning can be. In this article, business experts offer ideas to manage…
Your income might not be regular, but your saving, budgeting and financial planning can be. In this article, business experts offer ideas to manage…
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Whether you’re a “Swiftie” or not, there is no denying that Taylor Swift’s successful career notably showcases similar principles applied in…
Whether you’re a “Swiftie” or not, there is no denying that Taylor Swift’s successful career notably showcases similar principles applied in…
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Happy Independence Day from the LeRoy Wealth Management Group!
Happy Independence Day from the LeRoy Wealth Management Group!
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