Invidious
Charles J. Lewandowski CFP®
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I specialize in Tax Efficient financial planning for Executives and Business Owners. I created this channel to explain financial planning topics that may help you achieve a successful retirement.
As a former executive at two Fortune 500 companies, as well as a sole proprietor and entrepreneur, I believe the accumulation of wealth depends on a series of good decisions. I use all of my experiences - successes and failures - to help you achieve your goals and avoid mistakes along the way.
For more information, please visit my website at charlesjlewandowski.com or call me to set up an appointment at 813-269-7100.

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5:23

How to Use Net Unrealized Appreciation (NUA) for Tax Savings with Employer Stock in Your 401(k)

Charles J. Lewandowski CFP®

Shared 4 months ago

120 views

3:17

Equity Compensation - Top Tax Planning Fails to Avoid - Proactive Tax Planning for Professionals

Charles J. Lewandowski CFP®

Shared 5 months ago

39 views

2:53

Are You Giving The IRS A Tip On Your Executive Compensation?

Charles J. Lewandowski CFP®

Shared 6 months ago

187 views

3:18

Unlock Triple Tax Savings: The Hidden Power of Health Savings Accounts (HSA)

Charles J. Lewandowski CFP®

Shared 1 year ago

203 views

3:52

3 Secret Tax Planning Strategies for Executives Retiring in 3-5 Years

Charles J. Lewandowski CFP®

Shared 1 year ago

1.4K views

3:23

How Do You Create a Retirement Paycheck? The Question Most Executives Ask About Retirement Income

Charles J. Lewandowski CFP®

Shared 1 year ago

203 views

3:13

Working On Your Taxes? Don't Miss These 3 Tax Planning Opportunities!

Charles J. Lewandowski CFP®

Shared 1 year ago

166 views

2:17

Considering a Small Business Retirement Plan? Don't Forget These Tax Credits!

Charles J. Lewandowski CFP®

Shared 1 year ago

105 views

2:09

The Uncomfortable Holiday Conversation - Long Term Care

Charles J. Lewandowski CFP®

Shared 2 years ago

16 views

3:25

Working In Retirement? What are Social Security Earnings limits?

Charles J. Lewandowski CFP®

Shared 2 years ago

114 views

4:35

5 Questions You Need to Ask Before Claiming Social Security

Charles J. Lewandowski CFP®

Shared 2 years ago

336 views

1:53

Tax Planning for Executives - Avoiding the Taxation Mess

Charles J. Lewandowski CFP®

Shared 2 years ago

37 views

2:57

3 Tax Facts That Business Owners and Executives Must Know About the New SECURE Act

Charles J. Lewandowski CFP®

Shared 2 years ago

48 views

2:51

Top Five Retirement Mistakes For Executives

Charles J. Lewandowski CFP®

Shared 3 years ago

44 views

2:07

Managing Withdrawals From Your Florida Pre-Paid, Bright Futures Scholarship, and Private 529 Plans

Charles J. Lewandowski CFP®

Shared 3 years ago

679 views