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Leshnak Wealth Newsletters

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I began reading a copy of Kiplinger’s Retirement Planning 2026, the cover of which depicts a couple together looking out from a deck at the beach below and the ocean beyond that, and it occurred to me that we all have a little taste of retirement each summer as we enjoy longer days, vacationing, and the opportunity to spend time with family and friends. So, here’s to an enjoyable “mini-retirement” this summer—get outdoors, relax, and recharge...




In 2026, the United States of America celebrates its 250th Anniversary since its founding with the signing of the Declaration of Independence in 1776 (97). Considered the greatest document in political history, the U.S. Declaration of Independence is relatively brief spanning only 1,350 words, but contains the source, the purpose, and the manner of governance for the United States (97). The ‘source’ as described in the document as “the Laws of Nature and of Nature’s God”, puts forth the idea that human beings are equal and thus equal in their rights inherent in our humanity,...




Summertime unofficially kicks off with Memorial Day and hopefully you have plans to travel, vacation, entertain, and enjoy time with friends and family or just to spend time relaxing this summer. Many of you will visit one of the National Parks, attend a baseball game or soccer match, while others will head to the beach, travel internationally, hike, camp, bike, golf, pickleball, tennis, or swim during this special season. Be safe and aware while vacationing, recharge, and most importantly reflect on the many blessings, both big and small, that we are fortunate to have in our lives. Now to the current financial picture as we head to mid-year 2025...



To learn more about the professional history of our financial advisor(s), please visit FINRA's BrokerCheck.

DISCLOSURE STATEMENT

Leshnak Wealth, 7182 Liberty Centre Drive Unit I, West Chester, OH 45069, United States

(513) 779-3777

bob@leshnakwealth.com

Customer Relationship Summary

Leshnak Wealth is a marketing designation. Securities and investment advisory services offered through Osaic Wealth, Inc. (Osaic Wealth), member FINRA/SIPC. Additional advisory services offered through Southland Equity Partners, LLC, a registered investment advisor. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Insurance services offered through Leshnak Financial Group, LLC. Tax Preparation offered through Leshnak Tax Preparation, LLC.

This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, DE, FL, GA, IL, IN, KS, KY, MA, MI, MN, MO, NC, NE, NJ, NY, OH, OK, OR, PA, SC, TN, VA, WA, and WV. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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