Cole Leonida, CFP®Jul 29, 202010 minIs 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.
Cole Leonida, CFP®Jun 10, 20208 minBudgeting - #CFG-UIn order to reach long-term goals like retirement, short-term actionable steps need to be set. Here are three steps to begin...
Cole Leonida, CFP®May 14, 20204 minIRA - SEP and SIMPLE #CFG-UThis post will focus on SEP and SIMPLE IRAs because they are both designed for small businesses or the self-employed.