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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


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.

Cole Leonida, CFP®
May 14, 20204 min read
81 views


IRA - Traditional and Roth #CFG-U
IRA stands for Individual Retirement Account. You may be curious which one may be best for you right now.

Cole Leonida, CFP®
May 8, 20207 min read
102 views
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