
New Year, New Financial Goals
Happy New Year! Like many of you, I have set some goals for this year, and my big ones are- To that last point, Leetown Advisors is almost
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If you are reading this, I assume you’re not a fan of paying taxes. We’re not either. With this guide, you will learn how to pay the least amount of taxes, not just in any given year, but over the course of your lifetime. This distinction is important, because there are all sorts of ways to reduce taxes in the current year… but it often comes with a tradeoff later on, which may mean much higher taxes. Knowing the difference can save you millions of dollars in taxes.

Happy New Year! Like many of you, I have set some goals for this year, and my big ones are- To that last point, Leetown Advisors is almost

While I could write an entire book on giving (and I might do that one day), I won’t bore you with a big block of

Warren Buffet recently released his last investor letter as Chairman and CEO of Berkshire Hathaway. There are plenty of golden nuggets within the letter, but

MEMENTO MORI This phrase is Latin for “remember you must die”, popularized by Stoic philosophers in ancient Rome. This isn’t meant to be depressing; it is

These lists have been done before, and they can be so damn generic. They were almost certainly written by someone that has never actually worked

Make Life Your Beach A couple years ago I went through a rebrand and went with the motto “Make Life Your Beach”. I never explained

Many people invest in professional services. They pay a MD for medical help, a CPA for tax prep, a JD to represent them in court.

I’m often asked, “When’s the best time to start saving and planning for college?” My answer is, “The day your kids were born. And the

College is crazy expensive. We all know that. Again, $100k+ for a 4-year degree at an in-state public university and over $300k for an elite

Throughout most of our lives, we go to work, money comes into our bank accounts, money goes out, and most of us never think about

Ok, I will admit, that was a pretty clickbait-y title. But if you are here, it worked, right? Just hear me out- most people are

Let me tell you a story. A true story, not some bullshit I made up for the sake of allegory1. It was June of 2022,

These lists have been done before, and they can be so damn generic. They were almost certainly written by someone that has never actually worked

I’m unusual. I’m a Financial Advisor (among else, see below) but unlike many FAs, I focus on playing defense, not offense. Let me explain. I’m a Certified

One of the most common questions prospective clients ask me is, “Why does college cost so much?” But what they’re really asking is, “Why does

I will admit, the title for this was worded… weirdly. But it conveys exactly what I want it to. Occasionally, when I ask clients what

Well hello there, good lookin’! I want to make one thing abundantly clear- this ain’t your father’s money blog, and I’m not your father’s financial

by Kyle Thompson, MBA, CEPA Employee Stock Purchase Plans (ESPPs) are a relatively common benefits program within larger corporations that employees can take advantage of,