Clarity and Confidence for Life®
Welcome to Fleishel Financial Associates
We help successful families and entrepreneurs gain clarity and confidence by providing tailored financial solutions that eliminate complexity to help our clients to meet their goals.
Clarity and Confidence
Our proprietary Clarity and Confidence™ process allows our clients the time to focus on what really matters most in life by allowing them to worry less about the future and focus more on what brings them the most joy, such as: your family, your health, spirituality, career or hobbies.
Your Goals and Needs
Our process starts with carefully understanding your family’s needs, your dangers and opportunities, key areas of progress, current financial reality and whether your portfolio is properly aligned. Then, when can help you set specific financial goals and create a coordinated strategy to get you there.
Who We Serve
Families, Medical Professionals, Executives and Business Owners.
At Fleishel Financial, our unique approach, combined with our proprietary financial planning services allows us to create a personalized approach towards helping you reach your goals.
Successful People and Families
Medical Professionals
Corporate Executives
Business Owners
Our Blog
We help successful families and entrepreneurs gain clarity and confidence by providing tailored financial solutions that eliminate complexity to help our clients to meet their goals.
How to talk about finances with your spouse (and avoid major blow ups in the process😊)
Everyone has money secrets and ways they feel about money, how do you begin the conversation? First, can you agree together that money should be discussed? When my wife Becky and I were receiving pre-marital counseling advise from our pastor, he advised us that if...
How Inflation Affected the Finances of Younger Americans
While inflation has made things difficult for people across the board, young Americans seem to be more affected. Just how bad is it? One survey showed that 79% of millennials (ages 27 to 42) and 85% of Gen Zers (ages 18 to 26) say they worry about not being able to...
How to Increase Mental Sharpness
Mental sharpness, or mental acuity, can mean a lot of things, but basically, it’s measured by how good your memory is, how you process and learn new ideas, and your levels of concentration, focus, and understanding. The stronger these things are, the more mentally...
When It Comes to Retirement, Gen Z Has a Head Start
According to a new report, Gen Z is taking saving for retirement seriously. Vanguard found that, in 2021, about 62% of Gen Zers are contributing to a 401(k), which is more than twice as many as similarly-aged workers in 2006. Traditional 401(k) accounts have tax...
5 Steps To Take To Prepare For Your Retirement
Retirement planning might seem overwhelming, but breaking it down into steps makes the whole process much more manageable. To thoroughly enjoy your retirement, you must take the planning part seriously. Think about your retirement goals and how much time you have to...
The Case for Delaying Social Security Benefits
Retirement researchers have been advocating for delaying Social Security benefits until as close to age 70 as possible, and new research backs up this advice. Many people may realize that delaying means an increase in benefits, but they don’t realize just how much of...
Many Covid Tax Changes Are Coming to an End
It’s time to file your taxes again! Things have slowly been returning to normal since the height of the Covid-19 pandemic, and the same can be said for your taxes, as many of the benefits and exceptions put in place are going away. Taxpayers may not see a refund this...
Is Money Causing Tension in Your Relationship? Here’s How to Avoid It
Disagreements over money can make trouble in even the best relationships, which is why many couples avoid talking about money at the beginning of a relationship. But if money has caused you trouble with relationships in the past, talking about it early might be...
Inflation Is Up: Should You Worry?
There have been many news stories about high inflation lately, and you may be feeling it when you shop. Rising prices are eating up bigger parts of family budgets, and some necessary items are more expensive than they’ve been in years. On the other hand, the highest...
10 Key Personal Financial Planning Takeaways of the SECURE ACT 2.0
In a further attempt to expand and promote retirement savings, Congress passed SECURE Act 2.0 as part of an overall spending bill, the 2023 Consolidations and Appropriations Act. President Biden signed the bill into law on December 29, 2022. OVERVIEW The SECURE Act...
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