by Cole Leonida, Financial Planner | CFP® | CKA® | Mar 31, 2023 | Financial Planning, Investment Management
The SECURE 2.0 Act introduces more than 90 changes to the rules around retirement savings. Many of these changes create opportunities and add flexibility, but they may also introduce greater complexity to your financial plan. With so many new changes set to roll out...
by Cole Leonida, Financial Planner | CFP® | CKA® | Mar 2, 2023 | Financial Planning
In 2019, the “Setting Every Community Up for Retirement Enhancement” (SECURE) Act sought to close the retirement savings gap and help more people save. This year’s SECURE 2.0 Act builds upon that foundation with a robust package of new rules designed to provide more...
by Cole Leonida, Financial Planner | CFP® | CKA® | Jan 4, 2023 | Investment Management
They say the only certainties in life are death and taxes. I’d be tempted to add one more truth to that list: Whenever there is an economic downturn, annuity sales rise. Annuity sales for 2022 broke $300 billion, shattering the previous record set during the 2008...
by Cole Leonida, Financial Planner | CFP® | CKA® | Nov 22, 2022 | Financial Planning
As tempting as it might be to put off thinking about taxes until the new year, being proactive about your tax strategy can set you up for success. Over the next 90 days, you have a chance to make some smart year-end choices that could have a significant impact on your...
by Cole Leonida, Financial Planner | CFP® | CKA® | Oct 11, 2022 | Investment Management
“Therefore do not worry about tomorrow, for tomorrow will worry about itself. Each day has enough trouble of its own.” – Matthew 6:34 This has been a big year for challenging economic news. There’s a lot of negativity in reporting, from talk of recession to discussion...
