Michael Leonetti

Michael E. Leonetti, CFP, is the president of Leonetti & Associate, a fee-for-service financial planning firm based in Buffalo Grove, Ill..

Articles by this Author

1. Features »

   Payout Options: An Overview of Immediate Annuities

   Portfolio Strategies: Many individuals would prefer to know that they have a fixed guaranteed monthly amount coming to them versus the risk of investing a lump sum themselves. In this case, the annuitization of a lump sum may prove beneficial.

   August 1999 | Journal

2. Features »

   Achieving Financial Security by Conquering Personal Debt

   Financial Planning Column: Overloading on debt is expensive and removes a cushion of security in the event of a crisis. How to get a handle on your personal debt.

   September 1998 | Journal

3. Features »

   Building Up your Savings by Controlling the Spending Habit

   Financial Planning Column: Saving even a small amount today can have a big impact on future savings because of compounding. But it isn´t retroactive--you must save now to enjoy the benefits in the future.

   July 1998 | Journal

4. Features »

   Controlling Your Finances With Cash Flow Management

   Financial Planning Column: Every successful business relies on a cash management system to carefully control income and expenses, and that system can easily be applied to personal finances.

   May 1998 | Journal

5. Features »

   What to Look for When Selecting a Trustee for Your Estate Plan

   Financial Planning Column: The decision to name a trustee is a complex process that includes weighing and balancing the various factors according to personal preferences and circumstances.

   January 1998 | Journal

6. Features »

   Investment Advisers and Mutual Fund Managers: Questions to Ask

   Financial Planning Column: To select the right investment adviser, you may need to go beyond examining performance statistics and track records.

   September 1997 | Journal

7. »

   Will Long-Term Care Be Covered by the Government? Maybe

   Financial Planning Column: Proposed revamp provides for the development of an integrated system that will combine dollars from both Medicare and Medicaid as needed.

   July 1997 | Journal

8. Features »

   Coming, Ready or Not: Reform for Medicare and Social Security

   Financial Planning Column: Social Security and medicare--a look ahead to the possible reforms.

   May 1997 | Journal

9. Features »

   Insurance Covering Long-Term Care: Even More Important Now

   Financial Planning Column: Changes made by the new Health Insurance Act affect the way individuals can plan for long-term healthcare. A look at the key provisions.

   January 1997 | Journal

10. Features »

    Rollover Options When Receiving Distributions From Employer Plans

    Financial Planning Column: Many workers will receive lump-sum retirement distributions that they may wish to roll into an IRA. Understanding the intricacies of IRA rollovers.

    September 1996 | Journal

11. Features »

    Lifestyle Changes: Myths and Misconceptions About Life in Retirement

    Financial Planning Column: Knowing what to expect and what not to expect as you enter retirement can ease this major lifestyle transition. Debunking the myths of retirement.

    July 1996 | Journal

12. Features »

    A Practical Look at What You Need to Know About Medicare

    Financial Planning Column: A plain-English description of the Medicare system: What it does and does not cover under present rules.

    May 1996 | Journal

13. Features »

    The Living Will--Do You Really Have One? A Look at Various Directives

    Financial Planning Column: Drawing up a living will involves more than signing a general statement of intent. An introduction to living wills and power of attorney directives.

    January 1996 | Journal

14. »

    Retirement Planning: Myths and Misconceptions About Life in Retirement

    | Evergreen

15. 

    Retirement Planning »

    Lifestyle Changes: Misconceptions About Life in Retirement

    Debunking the myths of retirement. Retirement planning: Misconceptions About Life in Retirement.

    | Evergreen