Roy Lenzo III, President/CEO/Certified Financial Planner

09/04/2026

One of the greatest parts of my job as a financial professional is working with families, helping them pursue their goals. Among the most important of those family goals is saving for college.

08/09/2026

Books have a way of opening doors to worlds we never expected to find. On National Book Lovers Day, we're celebrating all the readers, dreamers, and curious minds who know that the best adventure often starts on page one.

08/05/2026

📝✨ August is Make-A-Will Month! ✨📝

In that spirit, we're raising awareness about the importance of creating a will. Now is the perfect time to have your wishes clearly outlined. Or if you have a will, August is a great time to review it and see if it remains aligned with your wishes.

Creating a will isn't just about assets; it's about leaving a legacy, making your intentions known, and thinking about your loved ones' future.

Here are a few reasons why having an up-to-date will is essential:
Your Loved Ones: Outline how you want your family to be cared for, especially any children under 18.
Manage Conflicts: Clear instructions can help during disputes and misunderstandings.
Your Legacy: How will your assets, possessions, and digital presence be distributed and managed?
Have Your Affairs in Order: Comfort for you and your loved ones.

Let's make this month count by taking steps towards your future! Have you already started? Share your thoughts and experiences in the comments below. 👇💬

📜🔒

07/09/2026

A bipartisan housing bill is drawing attention for its potential impact on home prices and housing supply.

The 21st Century ROAD to Housing Act would aim to boost housing availability by reducing certain construction barriers, encouraging zoning reforms, supporting factory-built homes, and creating incentives for localities that increase housing supply.

It would also restrict large institutional investors from buying additional existing single-family homes once they exceed certain ownership limits.

Housing affordability has become a major challenge in many communities. One reason is that the U.S. has built fewer homes than needed for years, helping push prices and rents higher.

Experts say the bill could help support new construction over time, especially for townhomes, multifamily housing, and smaller condo buildings.

However, any impact on prices would likely take time, and the legislation was still awaiting final action after a scheduled signing ceremony was canceled.

For buyers, sellers, and homeowners, the broader takeaway is that housing affordability often depends on more than mortgage rates. Supply, construction costs, local rules, investor activity, and policy decisions can all shape the market.


Source:

The 21st Century ROAD to Housing Act, which has rare bipartisan support, would make it harder for major investors to hoard homes.

07/04/2026

Money wisdom from Ben Franklin!

07/02/2026

www.lenzowealth.com

When it comes to small business retirement options, the choices can feel overwhelming. This post highlights that a SEP-IRA, SIMPLE IRA, and 401(k) are structured differently, and that the right fit depends on business size, number of employees, and overall goals.

06/21/2026

To all the amazing dads out there - Happy Father's Day! Thank you for your love, sacrifices, and encouragement.

06/14/2026

Let’s celebrate that red, white, and blue spirit! At 1847Financial, we're all about embracing the American spirit and what better day to do it than Flag Day? So, take a moment to appreciate the symbol of our unity and freedom.

05/25/2026

05/10/2026

Happy Mother’s Day! We want to take a moment to thank all the moms for the relentless effort and countless sacrifices you put in every day. What do you appreciate most about your mom?