Cole Leonida, CFP®Jun 108 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 144 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.
Cole Leonida, CFP®May 87 minIRA - Traditional and Roth #CFG-UIRA stands for Individual Retirement Account. You may be curious which one may be best for you right now.
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