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Cole Leonida, CFP®
Jul 29, 202010 min read
Is Permanent Life Insurance A Good Idea?
Now let me be abundantly clear, permanent life insurance is not evil and not all life insurance agents have diabolical schemes in mind.
234 views

Cole Leonida, CFP®
Jun 10, 20208 min read
Budgeting - #CFG-U
In order to reach long-term goals like retirement, short-term actionable steps need to be set. Here are three steps to begin...
95 views
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Cole Leonida, CFP®
May 14, 20204 min read
IRA - SEP and SIMPLE #CFG-U
This post will focus on SEP and SIMPLE IRAs because they are both designed for small businesses or the self-employed.
81 views
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