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  • Retirement

Invest in You or the Market?

Should you invest in the stock market or your career? Let's talk about it.

Introducing David Lenser

I'm here to help you see clearly in every area of your financial life...from helping you define and set your goals to implementing innovative, values-driven strategies. Whether you're just starting your tech career, at mid-stage or near retirement, lets plan a conversation to share ideas about your future.

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Industry News

January 20, 2021

Borrowing from your 401(k) plan can be a fast

Any financial expert will tell you it's best to keep your retirement savings tucked away until, well, retirement. That certainly holds true for one of the most common ways to save for those... [[Read More]]

January 20, 2021

Americans Aren’t Draining Their Retirement Funds in the Pandemic

What most of you would think of as a “loan to a family member” the IRS may consider a “gift” instead. And that can be a very expensive difference of opinion.[[Read More]]

December 14, 2020

Warren Buffett's 6 tricks to teach kids about money

With all of his big business deals and philanthropic work, you’d think the billionaire CEO of Berkshire Hathaway wouldn't have time to teach the next generation of investors.[[ Read More]]