Leivas Tax Wealth Management

Leivas Tax Wealth Management Financial Services, College Planning, Tax Services and Tax Planning, Bookkeeping and Payroll

We are open year round for all of your Financial Services, tax, bookkeeping and payroll needs!!

What can a fairy tale teach us about goal-setting success? Watch our video and find out.
04/08/2026

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you know how to set up your financial goals for success? This knight does.

U.S. stocks slipped in Q1 as AI disruption fears and Middle East tensions rattled investors. The S&P 500 fell 4.63%, the...
04/08/2026

U.S. stocks slipped in Q1 as AI disruption fears and Middle East tensions rattled investors. The S&P 500 fell 4.63%, the Nasdaq dropped 7.11%, and the Dow lost 3.58% — though six of eleven S&P 500 sectors still finished in the green, led by Energy's standout 37.91% gain. As the weather warms up and spring gets us outside, it turns out Americans are right there with you — over 181 million U.S. residents participated in outdoor recreation in 2024. Check out this month's by-the-numbers for more on the outdoor recreation economy.

Stocks fell in the first quarter amid concerns that artificial intelligence (AI) could disrupt certain industries and geopolitical issues that unsettled investors.

Compound interest can dramatically impact the future growth of your assets. Learn more.
04/01/2026

Compound interest can dramatically impact the future growth of your assets. Learn more.

Use this calculator to better see the potential impact of compound interest on an asset.

Consider a bucket plan to go with your bucket list.
03/25/2026

Consider a bucket plan to go with your bucket list.

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

We all want to know, “What’s next for the financial markets?” But no one knows for sure.
03/18/2026

We all want to know, “What’s next for the financial markets?” But no one knows for sure.

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Health-care coverage (including Medicare) typically does not cover extended medical care.
03/11/2026

Health-care coverage (including Medicare) typically does not cover extended medical care.

It's important to make sure your retirement strategy anticipates health-care expenses.

Stocks were mixed in February as AI disruption concerns and escalating geopolitical tensions weighed on investor sentime...
03/06/2026

Stocks were mixed in February as AI disruption concerns and escalating geopolitical tensions weighed on investor sentiment. The S&P 500 slipped 0.87% and the Nasdaq fell 3.38%, while the Dow edged up 0.17%. Canada’s S&P/TSX advanced 7.57%. As attention turns to the Fed’s March meeting and its updated Summary of Economic Projections, markets will be watching closely for signals on the path ahead. From 73% of the world’s maple syrup produced in Canada to a \$1.64 billion global market, this month’s by-the-numbers highlights the industry behind one of North America’s most iconic products.

U.S. stocks struggled in February amid fears that artificial intelligence would disrupt a wide swath of industries, unsettling investors. Late in the month, geopolitical concerns weighed on the market amid tensions in the Middle East.

Are you looking for a balance? Find yours, starting with this video.
03/04/2026

Are you looking for a balance? Find yours, starting with this video.

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Pay off debt or invest the money? Things to consider before you commit to either option.
02/25/2026

Pay off debt or invest the money? Things to consider before you commit to either option.

This calculator will help determine whether you should invest funds or pay down debt.

Have you considered how long-term-care costs could affect your retirement budget? Find out more.
02/18/2026

Have you considered how long-term-care costs could affect your retirement budget? Find out more.

Determine your potential long-term care needs and how long your current assets might last.

Have you heard about the new contribution limits from the IRS? Read about it in our article.
02/11/2026

Have you heard about the new contribution limits from the IRS? Read about it in our article.

A look at the new retirement contribution limits from the IRS.

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