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 | Uncategorized
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...
by Cole Leonida, Financial Planner | CFP® | CKA® | Jul 27, 2022 | Uncategorized
When people feel rich, they spend more. But the effect doesn’t last. Remember when the government mailed us checks? Or perhaps you recall the day when the direct deposit stimulus payment hit your bank account? COVID was raging, businesses were forced to close their...
by Cole Leonida, Financial Planner | CFP® | CKA® | Jul 5, 2022 | Uncategorized
As with all things, financial planning advice comes with trade-offs. When looking for a financial advisor, you’ll need to consider your goals and needs as well as what you’re willing to spend on the service. Modern technology has made planning more accessible than...
