Lenning & Associates

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Lenning & Associates We serve to be a one stop shop to your financial needs. Offering Tax Preparation, Bookkeeping, estate planning and Financial planning Services.

Feel free to give us a call for any questions or a free quote.

If you'd like to participate in emerging markets, what are your options?
10/19/2026

If you'd like to participate in emerging markets, what are your options?

What are your options for investing in emerging markets?

10/12/2026

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot opportunities to do more with what you have.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/09/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

Even low inflation rates can pose a threat to investmentreturns.
10/05/2026

Even low inflation rates can pose a threat to investment
returns.

Even low inflation rates can pose a threat to investment returns.

09/28/2026

Wealth tends to raise the stakes on every spending decision — not just the big ones. The question isn’t always whether you can afford something, but whether it reflects what you actually value.

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
08/31/2026

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Many have heard they should avoid probate; do you understand what probate is and how it works?
08/24/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

Valuation is important for business succession, estate taxes and even qualifying for a loan.
08/17/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m ...
08/10/2026

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

The examples of famous celebrities underline the need for a clear estate strategy.

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans a...
08/10/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

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13839 W. Bell Road , Ste. 100
Surprise, AZ
85374

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+16232018223

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