Cole Leonida, Financial Planner | CFP® | CKA®

Investment Committee Insights – September 5, 2023

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Investment Committee Insights – August 28, 2023

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Investment Committee Insights – August 21, 2023

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Guaranteed Income for Life!

“You don’t retire based on your assets. You retire based on your income.” If you recognize this phrase, you have likely had a conversation about purchasing an annuity. The logic is sound. You are retiring; therefore, you are losing your earned income. You are losing your earned income; therefore, you need to create your own…

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Investment Committee Insights – August 14, 2023

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