The Retirement Reality Report

Annuities seem to be the most confusing retirement tool. Marc Linsky, Dylan Linsky, and David Linsky break down their thoughts on why and how they implement annuities with their clients.  To schedule a complimentary consultation with L3 Family Wealth Partners visit  RetirementRealityReport.com As a certified financial planner for 35 years, Marc Linsky has been helping clients with wealth...

Maxing out your 401k might seem like a great idea in theory, but Marc Linsky, David Linsky, and Dylan Linsky have a few ideas that might make you think otherwise.  To schedule a complimentary consultation with L3 Family Wealth Partners visit  RetirementRealityReport.com As a certified financial planner for 35 years, Marc Linsky has been helping clients with wealth management, taxes, and...

You have a few options when it comes to streams of income in retirement and passive income, but which is right for you? Marc Linsky, Dylan Linsky, and David Linsky explain how they help their clients map out their income strategy.  To schedule a complimentary consultation with L3 Family Wealth Partners visit  RetirementRealityReport.com As a certified financial planner for 35 years, Marc...

There are benefits and complications to higher interest rates. Marc Linsky, Dylan Linsky, and David Linsky explain how you could see this time as an opportunity.  To schedule a complimentary consultation with L3 Family Wealth Partners visit  RetirementRealityReport.com As a certified financial planner for 35 years, Marc Linsky has been helping clients with wealth management, taxes, and e...

Hidden fees in your retirement portfolio could be taking a big bite out of your savings. Marc Linsky, Dylan Linsky, and David Linsky break down how they find fees and can make a plan more efficient.  To schedule a complimentary consultation with L3 Family Wealth Partners visit  RetirementRealityReport.com As a certified financial planner for 35 years, Marc Linsky has been helping clients...

What happened if you leave your 401k untoched? Marc, Dylan and David Linsky break down what could be going on with your retirement savings without you realizing it.  To schedule a complimentary consultation with L3 Family Wealth Partners visit  RetirementRealityReport.com As a certified financial planner for 35 years, Marc Linsky has been helping clients with wealth management, taxes, an...

We want you to retire on your timeline, but there could be more benefits to waiting a little bit longer. How can you tell? Marc Linsky, Dylan Linsky, and David Linsky have tips and ideas on how to figure out your best timeline.  To schedule a complimentary consultation with L3 Family Wealth Partners visit  RetirementRealityReport.com As a certified financial planner for 35 years, Marc Li...

If you want to leave your legacy to your family, what is the best way to go about it? Marc Linsky, Dylan Linsky, and David Linsky have a few ideas to get you started.  To schedule a complimentary consultation with L3 Family Wealth Partners visit  RetirementRealityReport.com As a certified financial planner for 35 years, Marc Linsky has been helping clients with wealth management, taxes,...

Roth 401ks are becoming more popular in company plans, but what can those who don't have that opportunity do instead? Marc Linsky, Dylan Linsky, and David Linsky explain what other options you might want to look into.  To schedule a complimentary consultation with L3 Family Wealth Partners visit  RetirementRealityReport.com As a certified financial planner for 35 years, Marc Linsky has b...

Just like most things, annuities have pros and cons. So are they right for you? Marc Linsky, Dylan Linsky, and David Linsky break down how to see if they'll fit your retirement puzzle.  To schedule a complimentary consultation with L3 Family Wealth Partners visit  RetirementRealityReport.com As a certified financial planner for 35 years, Marc Linsky has been helping clients with wealth m...

Fees could take a huge bite out of your retirement savings if you don't keep an eye on them. Marc Linsky, Dylan Linsky, and David Linsky can help you identify those sneaky hidden fees.  To schedule a complimentary consultation with L3 Family Wealth Partners visit  RetirementRealityReport.com As a certified financial planner for 35 years, Marc Linsky has been helping clients with wealth m...

You're only going to retire once, so it benefits you to have an extra financial educator on your side. Marc Linsky, Dylan Linsky, and David Linsky explain how they help their clients understand exactly how their retirement plan works.  To schedule a complimentary consultation with L3 Family Wealth Partners visit  RetirementRealityReport.com As a certified financial planner for 35 years,...

Marc Linsky, Dylan Linsky, and David Linsky have a few things to keep in mind if you're looking at retirement in the next 5 years.  To schedule a complimentary consultation with L3 Family Wealth Partners visit  RetirementRealityReport.com As a certified financial planner for 35 years, Marc Linsky has been helping clients with wealth management, taxes, and everything retirement planning r...

There are so many myths about annuities and one is that they don't have any liquidity. Marc Linsky, Dylan Linsky, and David Linsky explain there are some situations that can be flexible, but caution that it's not exactly what annuities are used for primarily.  To schedule a complimentary consultation with L3 Family Wealth Partners visit  RetirementRealityReport.com As a certified financi...

There's a big change when it comes to your catch up contributions that might be a huge benefit to you. Marc, Dylan, and David Linsky explain what this means for your retirement plan.  To schedule a complimentary consultation with L3 Family Wealth Partners visit  RetirementRealityReport.com As a certified financial planner for 35 years, Marc Linsky has been helping clients with wealth man...

As you get closer to retirement, would it make sense to back off the market? Marc Linsky, David Linsky, and Dylan Linsky express their opinions on how you should be allocated as you near the end of your career.  To schedule a complimentary consultation with L3 Family Wealth Partners visit  RetirementRealityReport.com  

It's hard to believe more than half of the year is already gone.   Marc, Dylan and David Linsky think it might be a good time to check on whether your retirement portfolio is on track. The Linskys explain what to look for in your mid-year portfolio review.  To schedule a complimentary consultation with L3 Family Wealth Partners visit  RetirementRealityReport.com  

Retirement has changed so much over the last few decades it can be overwhelming and confusing. Marc, Dylan, and David Linsky caution against trying to DIY your retirement.  To schedule a complimentary consultation with L3 Family Wealth Partners visit  RetirementRealityReport.com  

The S&P 500 recently exited from the longest bear market since 1948.   So, is this a new bull market or just a bounce before a recession? Marc Linsky, Dylan Linsky, and David Linsky give their opinion, and whether they are getting clients positioned for the next market upswing.  To schedule a complimentary consultation with L3 Family Wealth Partners visit  RetirementRealityRepor...

A lot of us get great advice from our dads. Dylan Linsky and David Linsky break down the lessons they learned from their father, Marc Linsky and how it led them into their financial careers with him at L3 Family Wealth partners.  To schedule a complimentary consultation with L3 Family Wealth Partners visit  RetirementRealityReport.com  

Everyone wants to know if their plan is on track for retirement. You won't know until you get it run by a professional. Marc, Dylan, and David Linsky explain how they help their clients size up their plan and pivot if changes need to be made.  To schedule a complimentary consultation with L3 Family Wealth Partners visit  RetirementRealityReport.com  

One of the biggest expenses in retirement is taxes. However, Marc, Dylan, and David Linsky have tax planning strategies to get ahead of your bill.  To schedule a complimentary consultation with L3 Family Wealth Partners visit  RetirementRealityReport.com  

Taxes can be the biggest expense in retirement. How can we lower that bill? Marc, Dylan, and David Linsky explain how they help their clients manage their tax strategy through retirement. To schedule a complimentary consultation with L3 Family Wealth Partners visit  RetirementRealityReport.com  

The paycheck stops in retirement unless you set up your own form of mailbox money. Marc, Dylan, and David Linsky exlplain how you could use an annuity to create your own personal pension. To schedule a complimentary consultation with L3 Family Wealth Partners visit  RetirementRealityReport.com