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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

Cole Leonida, CFP®
May 8, 20207 min read
IRA - Traditional and Roth #CFG-U
IRA stands for Individual Retirement Account. You may be curious which one may be best for you right now.
102 views
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Alex Leonida, CFP®, CIMA®
Mar 11, 20197 min read
Diversification
Diversification can be just like your Step Brother – sometimes you love him and want to do karate in the garage, and sometimes you hate him.
72 views
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