Leslie Roper Day & Associates

Leslie Roper Day & Associates Leslie Roper Day & Associates is an independent financial planning firm. Our clients are just like you -- individuals, families, and businesses.

Our firm was founded with the belief that everyone needs a financial plan. Leslie Roper Day (CA Insurance Lic #0808285) and Landon Tymochko (CA Insurance Lic #0118217) are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered by Leslie Roper Day & Associates or CES Insurance Agency.

Have you heard about the new contribution limits from the IRS? Read about it in our article.
06/03/2026

Have you heard about the new contribution limits from the IRS? Read about it in our article.

A look at the new retirement contribution limits from the IRS.

How much could you receive from Social Security? Here’s what to expect.
06/01/2026

How much could you receive from Social Security? Here’s what to expect.

Calculating your potential Social Security benefit is a three-step process.

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.
05/29/2026

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch ...
05/27/2026

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch here:

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
05/25/2026

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
05/22/2026

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

There are billions in unclaimed dollars in the US. Is some of that yours?
05/20/2026

There are billions in unclaimed dollars in the US. Is some of that yours?

Here’s a quick guide to checking to see if you have unclaimed money.

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qu...
05/18/2026

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

There’s no shortage of investment analysis for anyone interested. What’s important to understand?
05/15/2026

There’s no shortage of investment analysis for anyone interested. What’s important to understand?

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
05/13/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

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Folsom, CA

Telephone

+19169841150

Website

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