Fred Leamnson

Fred is the Founder and President of Leamnson Capital Advisory, LLC. He helps people preparing for and in retirement with financial, retirement, Social Security, and estate planning. At Money with a Purpose, he focuses on three primary areas: Personal Finance, Overcoming Adversity, and Lifestyle. He has been quoted in Forbes, USA Today and appeared in Money Magazine and MarketWatch, and many other publications.

Alternative Investments – They’re Not Just for the Wealthy

Alternative Investments - Are They Just for the Wealthy?

Alternative Investments – Are They Just for the Wealthy? We hear a lot these days about alternative investments. Wall Street firms regularly tout their expertise in these investments and try to convince us we need them in our portfolio. Initially, alternative investments were only available to what most would consider the wealthy. The SEC set the definition of the wealthy with their accredited investor definition. To be eligible to invest in these alternative investments, one has to have an income of at least $200,000 (individual) or $300,000 (joint) for the last two years. Additionally, the rule states the investor expects …

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How to Invest Money – 6 Easy Steps for the New Investor

6 Basic Steps on How to Invest Money for Beginners This post was originally published on The Money Mix. So … you’d like to learn how to invest your money, but are afraid the concept is out of your reach. Indulge me here for this next one — because you may be surprised! Picture this: You have a great job and make a good income. Your student loans are long gone, and you’ve even obliterated all of your credit card debt. Now you’re ready to save and invest. But you’re not quite sure how to invest your money. Well, I …

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Who Needs to Know About Estate Planning? (The Answer May Surprise You …)

    What is Estate Planning? Okay, let’s take a quick poll … How many of you know what estate planning is? And how many of you actually have an estate plan in place? Some of you? All of you? None of you? Well, if it is all of you, then I’m super proud to know such smart people. But if it’s none of you, then maybe it’s because you think it’s unnecessary. At least not yet. That you’re way too young to have to worry about such things. Or that you don’t actually own anything of major value, so …

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