top of page
blog
Search
Alex Leonida, CFP®, CIMA®
Mar 14, 20223 min read
The World is Scary: War and Inflation
I thought it would be important to share with you how we are handling volatility and how we are preparing for what the future may bring
82 views
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.
233 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...
93 views
bottom of page