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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

Alex Leonida, CFP®, CIMA®
Mar 14, 20223 min read
83 views


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.

Cole Leonida, CFP®
Jul 29, 202010 min read
235 views


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...

Cole Leonida, CFP®
Jun 10, 20208 min read
97 views
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