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.

Navigating Wealth Building: A Guide to capital Gains Tax

Capital Gains Tax, TAXES / By

    Welcome to the Capital Gains Tax Section within the TAXES Category at EarnLearnSaveInvest.com. Understanding capital gains tax is essential for individuals looking to build wealth through investments. In this article, we’ll explore the intricacies of capital gains, from defining what they are to strategies for minimizing the associated tax liability and making informed […]

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Mastering Your Finances: Exploring Personal Income Taxes

Personal Income Taxes, TAXES / By

    Welcome to the Personal Income Taxes Section in the TAXES Category at EarnLearnSaveInvest.com. Personal income taxes are a cornerstone of financial responsibility, influencing your take-home pay and impacting your overall financial well-being. In this article, we’ll explore the intricacies of personal income taxes, from understanding the basics to optimizing your tax position and

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Demystifying Sales Tax: A Basic Guide for Savvy Consumers

Sales Tax, TAXES / By

    Welcome to the Sales Tax section in the TAXES Category at EarnLearnSaveInvest.com. Sales tax is an ever-present aspect of consumer transactions, influencing the cost of goods and services. In this article, we’ll delve into the intricacies of sales tax, providing you with a comprehensive understanding of its impact on your purchases, strategies for

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Navigating the Tax Landscape: An Introduction to the TAXES Category

Intro to TAXES, TAXES / By

    Welcome to the TAXES category on EarnLearnSaveInvest.com, your introductory guide to mastering the intricate world of taxation. Understanding and navigating various tax obligations are fundamental aspects of personal finance, and this category is designed to empower you with knowledge and insights to make informed decisions.   Fundamental Sections in the TAXES Category:  

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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

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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

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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

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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

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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

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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

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