Cole Leonida, Financial Planner | CFP® | CKA®

Investment Committee Insights – October 30, 2023

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Investment Committee Insights – October 23, 2023

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Investment Committee Insights – October 16, 2023

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A Tax-Efficient Way to Pay for Education

With the cost of education on the rise and student debt looming large in the public conversation, it’s only natural that families would be looking for ways to save a bit of money while securing an academic future for the next generation. One well-known but underutilized option, the 529 college savings plan, has recently become…

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Investment Committee Insights – October 9, 2023

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