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Is Permanent Life Insurance A Good Idea?

Cole Leonida, CFP®

Jul 29, 2020
10 min

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.

167 views

Budgeting - #CFG-U

Cole Leonida, CFP®

Jun 10, 2020
8 min

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...

45 views

IRA - SEP and SIMPLE #CFG-U

Cole Leonida, CFP®

May 14, 2020
4 min

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.

40 views

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