Aaron Leatherwood, CFP®, CWS®, CRPC®, MS

Aaron Leatherwood is a Client Wealth Strategist for Destiny Capital. Aaron builds relationships with his clients by learning about them as well as their families, priorities, concerns, and the impact they want to have on the world. He then partners with his clients to help them achieve their desired outcomes.

Recent Posts

Social Security Considerations: Break-Even Analysis

“When should I claim Social Security benefits?” Our clients ask this question often. Of course, as dutiful advisors, this is a planning element we begin to evaluate proactively as soon as our clients are nearing the age that this decision needs to be made. Unfortunately, as with many things in life, things are more complicated than they appear. It also doesn't help that there are a myriad of articles and opinions that don't evaluate the question from the same perspective, much less draw the same conclusion.  
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Defining Your Why

What type of impact do you want to have? Who do you want to impact? What changes need to be made to have that impact? Questions like this provoke quite a bit of thought and feelings. They challenge you to reflect on your core principles and determine whether you are being true to them.  
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What to Know About Medicare Part B Premiums

There are many things to look forward to as you contemplate the next chapter of your life, the chapter after full-time work: travel, family, leisure, more purposeful work. However, in all of my years offering advice and guidance, I have never heard of planning for Medicare as one of them. But with proper planning, you can avoid unnecessary surprises, and hopefully save money on Medicare B premiums.  
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When to Consider Converting to a Roth IRA

Here's the big picture - converting traditional IRAs to Roth IRAs is a strategy that can preserve wealth through tax efficiency. Traditional IRAs are funded with pre-tax dollars and grow tax-deferred. Generally, when you withdraw funds, they are taxed at ordinary tax rates. Roth IRAs work just the opposite. They are funded with after-tax dollars and grow tax-deferred. Generally, when you withdraw funds, they are tax-free.  
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