"We are wise to be selective about the people from whom we obtain professional services. We look forward to the opportunity to help you secure your financial future."
David A. Lenius, LUTCF, CLU®, ChFC®, CASL®, RICP®, CFP®
Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC, and Registered Investment Adviser. Insurance services offered through Lenius Insurance & Financial Services, Inc., which is not affiliated with Woodbury Financial Services, Inc.
Newsletters
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Medicare Open Enrollment
This article explains the changes that Medicare beneficiaries can make during the annual open enrollment period from October 15 to December 7.
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Keeping Cool: Investment Strategy vs. Reaction
This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.
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Business or Hobby? It’s All About Taxes
The difference between a money-losing business and a hobby matters at tax time. This article presents IRS criteria for making the distinction.
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Rain, Sleet, Snow — and Lawsuits?
Icy winter walkways can lead to injuries and lawsuits. Find out how an umbrella policy can offer higher liability coverage.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.