Alex Leonida, CFP®, CIMA®Mar 14, 20223 min readThe World is Scary: War and InflationI 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
Cole Leonida, CFP®Jul 29, 202010 min readIs 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 min readBudgeting - #CFG-UIn order to reach long-term goals like retirement, short-term actionable steps need to be set. Here are three steps to begin...