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.
Cole Leonida, CFP®May 8, 20207 minIRA - Traditional and Roth #CFG-UIRA stands for Individual Retirement Account. You may be curious which one may be best for you right now.
Alex Leonida, CFP®, CIMA®Mar 12, 20197 minDiversificationDiversification can be just like your Step Brother – sometimes you love him and want to do karate in the garage, and sometimes you hate him.