Skip to content
Charles J. Lewandowski CFP®
  • HOME
  • MEET CHUCK
  • WORK WITH ME
    • SCHEDULE AN APPOINTMENT
  • BLOG
  • CONTACT
  • CLIENT ACCESS
    • LINCOLN INVESTMENT
    • EMONEY
  • BROKER CHECK
  • LINCOLN INVESTMENT AND CAPITAL ANALYSTS FORM CRS
Charles J. Lewandowski CFP®
  • HOME
  • MEET CHUCK
  • WORK WITH ME
    • SCHEDULE AN APPOINTMENT
  • BLOG
  • CONTACT
  • CLIENT ACCESS
    • LINCOLN INVESTMENT
    • EMONEY
  • BROKER CHECK
  • LINCOLN INVESTMENT AND CAPITAL ANALYSTS FORM CRS

The One Employee Benefit That Executives Should Not Overlook – Health Savings Accounts

By Charles J. Lewandowski CFP®

Health Savings Accounts (HSA)- Treats Not Tricks We’re approaching Halloween and employee benefit enrollment season is just around the corner. If you’re a high wage-earning employee, you may be asked to choose among a dozen benefits to adequately cover you and your family for the next year. Most people that I know consider this process…

Read More

Three Valuable Tax Planning Opportunities For Executives Nearing Retirement

By Charles J. Lewandowski CFP®

Retiring? – Have You Thought About Taxes? If you’re a well-compensated executive or business owner thinking of retiring in the next 3 to 5 years, there are several commonly missed tax planning opportunities that you should consider now to possibly enhance your retirement income and savings. I’m Chuck Lewandowski, CERTIFIED FINANCIAL PLANNER™ professional and I…

Read More

How Do You Create a Retirement Paycheck? The Question Most Executives Ask About Retirement Income

By Charles J. Lewandowski CFP®

Retirement Questions – Create Your Retirement Paycheck If you’re within a few years of retirement, you may be sorting through several questions as you move towards your “Work Optional Years”. These may include What does my social circle look like now that I’m not working? How will I spend my time? Should stay in my…

Read More

Working On Your Taxes? Don’t Miss These 3 Tax Planning Opportunities!

By Charles J. Lewandowski CFP®
tax planning

Tax Season Trials We are deep into tax return season. Most of us are pulling our hair out searching missing deductions to offset last year’s obligation. Or, if you’re REALLY efficient and have finished your 2023 return, you’re probably looking for ways to reduce next year’s bill. Cheer up, friends. There may be some hope.…

Read More

Considering a Small Business Retirement Plan? Don’t Forget These Tax Credits!

By Charles J. Lewandowski CFP®

If you’re considering a new retirement plan for your small business in 2024, Congress has provided tax credits for eligible plans that can offset your startup costs. The tax act, SECURE 2.0, provides for a “Startup Credit” and an “Employer Contribution Credit”. Each credit may reduce your startup or ongoing out of pocket costs.

Read More

The Uncomfortable Holiday Conversation – Long Term Care

By Charles J. Lewandowski CFP®
Long Term Care

The holiday season has begun. Many of us will share great meals and good times with family. Unfortunately, you may realize that some of those that you love are no longer in the same physical condition that they once were. As this video explains, their needs may be beyond what you and your family are…

Read More

Working In Retirement? What Are Social Security Earnings Limits?

By Charles J. Lewandowski CFP®

Heading Into Work 2.0? Are you considering a Second Act in retirement? Second Acts have become quite common. Several of my clients have started earning a paycheck from new gigs during their work optional years. A dentist started a side hustle based on his love for fly fishing. A former purchasing executive created a lucrative…

Read More

5 Questions You Must Ask Before Claiming Social Security

By Charles J. Lewandowski CFP®

Hello everyone. Welcome back. If you are a working man or woman who is approaching retirement, there is one decision you must make, and if you make it incorrectly, the result can be the loss of hundreds of thousands of dollars of your retirement income. That’s the Social Security Claiming decision. Social Security Gets Personal…

Read More

Tax Planning for Executives – Avoiding the Taxation Mess

By Charles J. Lewandowski CFP®

Hello everyone! Spring has arrived in full force in Florida. We’ve gone from allergy season to the dry season in a matter of weeks. The always wonderful Love bug season is just around the corner!  And of course, we just completed tax season. For the successful executive, both tax season and love bug season have…

Read More

3 Tax Facts That Executives and Business Owners Need to Know About SECURE 2.0

By Charles J. Lewandowski CFP®

TRANSCRIPT: Happy New Year Everyone! While many of us took advantage of some downtime during the Holidays, our elected representatives in Congress passed an 1800-page tax bill known as SECURE 2.0 which contains several items that well compensated executives and business owners should understand as they manage their finances over the next several years I’m…

Read More
Older Posts »

Recent Posts

  • The One Employee Benefit That Executives Should Not Overlook – Health Savings Accounts
  • Three Valuable Tax Planning Opportunities For Executives Nearing Retirement
  • How Do You Create a Retirement Paycheck? The Question Most Executives Ask About Retirement Income
  • Working On Your Taxes? Don’t Miss These 3 Tax Planning Opportunities!
  • Considering a Small Business Retirement Plan? Don’t Forget These Tax Credits!

Recent Articles

  • Charitable Giving
  • Dental Professionals
  • Executives & Business Owners
  • Financial Planning
  • The Prudent Boomer
  • Timely Topics
Copyright © 2020 - 2025 Charles J. Lewandowski | Powered by Digital Media Tecs, Inc.

The views and opinions expressed herein are those of the author(s) noted and may or may not represent the views of Capital Analysts or Lincoln Investment. We make no representation as to the completeness or accuracy of information provided at third party sites. Nor are we liable for any information you receive arising out of your access to or use of these third-party sites. When you access one of these sites, you assume total responsibility for your use of the sites you are visiting. Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. West Coast Financial Group www.lincolninvestment.com and the above firms are independent and non-affiliated. Tax, legal, or Social Security claiming advice is not offered through, nor supervised by The Lincoln Investment Companies.

This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission, and Lincoln Investment is registered as a broker-dealer in all 50 states. Lincoln Investment, Capital Analysts and their Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.
Linkedin Youtube