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Charles J. Lewandowski CFP®
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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

Timely Topics

Giving Back to a Community of Wildcats

By Charles J. Lewandowski CFP® | December 3, 2020

I had the opportunity to be guest instructor for Seniors in the Personal Finance Class at Academy at The Lakes High School in Land O’ Lakes Florida. Thank you, Dean of Students, Ms. Kelly Rodowsky for allowing me to interact with your classes! Go Wildcats! #AATL

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Video: 4 Reasons Executives and Business Owners Should Consider a Health Savings Account

By Charles J. Lewandowski CFP® | December 3, 2020

Video Transcript Charles J. Lewandowski CFP® (00:00): Welcome to the Prudent Retirement Planning channel. This channel is devoted to those of you contemplating retirement, visualizing retirement or dreading retirement. If you’re within 15 years of that day, this channel is for you. My name is Chuck Lewandowski. I’m a CERTIFIED FINANCIAL PLANNER professional and today…

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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
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