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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Newsletters

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

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