The Office of Les R. Koonce

The Office of Les R. Koonce

Thank you for the opportunity to be of service.

It is no surprise that economic conditions over the past few years have created unique challenges for managing wealth and pursuing financial and investment goals.  Many investors are seeking guidance that emphasizes caution and protection as our nation slowly works through what we hope will be a strong, steady recovery.  Regardless of what economic and market changes may occur, I will continue to work with you to take the steps necessary to address your changing priorities and help you pursue your long-term goals.  Please don't hesitate to contact me any time you have questions, or if there is anything I can do to further satisfy your needs.

I look forward throughout 2012 to helping you clarify your financial picture, sort through the complexity of choices, and make strategic, well-planned decisions regarding your wealth and your future.  Rest assured, I will always place your needs first in that pursuit. 

 

I wish you the happiest and healthiest new year!

All the best,

Les Koonce


Please contact us at (650) 321-6068 to set up an appointment. 
 


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Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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Newsletters

HOT TOPIC: Breaking Down the Proposed FY 2013 Budget

The 2013 budget released by the White House on February 13 contains proposed fiscal measures that could affect the business and investment climate, the income tax code, and government spending. Considering that Congress will debate and discuss the budget in detail, many of these measures are unlikely to become law as proposed, but they may indicate future developments.

HOT TOPIC: Breaking Down the Debt-Ceiling Compromise

The Budget Control Act of 2011 raised the federal debt ceiling, mandated modest but significant caps on discretionary spending over the next ten years, and left the details of larger deficit reduction to a 12 member, bipartisan “super committee.” The main provisions of the law include the assumption that higher tax rates will return in 2013.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

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