Author name: John Lebeau

About Our Founder, John J. Lebeau: A seasoned, financial industry veteran with a diversified, 40-year background from Wall Street to Palm Beach, John Lebeau began his career in 1981 at E.F. Hutton, investing in the corporate stock of 82 corporations for its employees’ monthly stock investment plans. A year and a half later, he was sitting on the institutional trading desk of the venerable and iconic, investment research and management firm, Sanford C. Bernstein & Co. (now AllianceBernstein, L.P. 26 years later, in 2008, he left the corporate world as a VP/Sales Director in the Wealth Management division of BNY Mellon’s South Florida Region in its West Palm Beach office. Soon after, he went into private practice as a Registered Investment Advisor (RIA), under the firm name John J. Lebeau & Co. This boutique RIA commanded a niche specialty practice in South Florida in Reg. D venture capital consulting. John semi-retired in 2014, to pursue various business and personal goals, one of which is now sharing his knowledge of finance with his readers, subscribers, customers and clients at EarnLearnSaveInvest.com. During his career in Palm Beach, John spent fifteen years as the father of opposite sex twins, whom he raised single-handedly from the age of three. He is also a passionate sailor with a Viking-like attachment to a 40-year-old, well-traveled, New England-built sloop, s/v Vent d’Ete.

Empowering Change: YOUR Introductory Guide to Charitable Planning

Charitable Planning, ESTATE PLANNING / By

    Welcome to the Charitable Planning Section in the YOUR ESTATE Category at EarnLearnSaveInvest.com. Charitable planning is a purposeful and impactful way to leave a lasting legacy while supporting causes dear to your heart. In this article, we’ll explore the intricacies of charitable planning, covering the benefits, strategies, and considerations involved in incorporating philanthropy […]

Empowering Change: YOUR Introductory Guide to Charitable Planning Read More »

Building a Lasting Legacy: An Introductory Guide to Creating Trusts

Creating Trusts, ESTATE PLANNING / By

    Welcome to the Creating Trusts Section in the YOUR ESTATE Category at EarnLearnSaveInvest.com. Trusts are powerful financial tools that provide individuals with a means to protect and distribute assets according to their wishes. In this article, we’ll explore the intricacies of creating trusts, covering the different types, their benefits, and the essential steps

Building a Lasting Legacy: An Introductory Guide to Creating Trusts Read More »

Navigating the Future: Planning for Long-term Care

ESTATE PLANNING, Long-term Care / By

    Welcome to the Long-Term Care Section in the YOUR ESTATE Category at EarnLearnSaveInvest.com. Long-term care planning is a critical component of estate planning, providing a roadmap for addressing the potential need for extended care services in the later stages of life. In this article, we’ll explore the intricacies of long-term care planning, shedding

Navigating the Future: Planning for Long-term Care Read More »

Empowering your Wishes: the Healthcare Power of Attorney

ESTATE PLANNING, Healthcare POA / By

    Welcome to the Healthcare Power of Attorney Section in the YOUR ESTATE category on EarnLearnSaveInvest.com. A Healthcare Power of Attorney (HCPA) is a crucial component of estate planning, granting someone you trust the authority to make healthcare decisions on your behalf if you become incapacitated. In this article, we’ll explore the intricacies of

Empowering your Wishes: the Healthcare Power of Attorney Read More »

planning for tomorrow: YOUR guide to long-term care insurance

INSURANCE, Long-term Care / By

    Welcome to the Long-Term Care Insurance section in the INSURANCE category at EarnLearnSaveInvest.com. Long-term care insurance is a vital component of financial planning, providing coverage for the expenses associated with extended care needs in the later stages of life. In this article, we’ll explore the intricacies of long-term care insurance, shedding light on

planning for tomorrow: YOUR guide to long-term care insurance Read More »

Securing your income: a fundamental guide to Disability income insurance

Disability Income, INSURANCE / By

    Welcome to the Disability Income Insurance section in the INSURANCE Category on EarnLearnSaveInvest.com. Disability income insurance is a crucial component of financial planning, providing protection for your income in the event of a disability that prevents you from working. In this article, we’ll explore the intricacies of disability income insurance, shedding light on

Securing your income: a fundamental guide to Disability income insurance Read More »

Navigating Financial Flexibility: Exploring Universal Life Insurance

INSURANCE, Life Insurance, Universal Life / By

    Welcome to the Universal Life Insurance sub-Section in the Life Insurance category at EarnLearnSaveInvest.com. Universal life insurance is a versatile and flexible policy that offers both lifelong coverage and a cash value component. In this article, we’ll explore the intricacies of universal life insurance, shedding light on its features, benefits, and considerations to

Navigating Financial Flexibility: Exploring Universal Life Insurance Read More »

Building Generational wealth: yOUR Guide to whole life insurance

INSURANCE, Life Insurance, Whole Life / By

    Welcome to the Whole Life Insurance sub-Section in the Life Insurance Section of the INSURANCE Category at EarnLearnSaveInvest.com. Whole life insurance stands out as a versatile financial tool, offering lifelong coverage with a unique cash value component. In this article, we’ll explore the intricacies of whole life insurance, shedding light on its features,

Building Generational wealth: yOUR Guide to whole life insurance Read More »

Decoding financial security: a brief overview of term life insurance

INSURANCE, Life Insurance, Term Life / By

    Welcome to the Term Life Insurance sub-Section in the Life Insurance category on EarnLearnSaveInvest.com. Term life insurance is a foundational component of financial planning, offering straightforward protection for a specified period. In this article, we’ll unravel the nuances of term life insurance, exploring its features, benefits, and considerations to help you make informed

Decoding financial security: a brief overview of term life insurance Read More »

Ensuring financial security beyond life: a fundamental guide to life insurance

INSURANCE, Life Insurance / By

    Welcome to the Life Insurance section in the INSURANCE Category on EarnLearnSaveInvest.com. Life insurance is a foundational component of financial planning, providing a safety net for your loved ones in the event of your passing. In this Section, we’ll explore the 3 sub-sections of Life Insurance, offering insights into the main types—Term Life,

Ensuring financial security beyond life: a fundamental guide to life insurance Read More »

Scroll to Top