Cole Leonida, Financial Planner | CFP® | CPWA® | CKA®
Talking Taxes – What To Discuss With Your CPA in the Next 90 Days
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 2022 and 2023 tax…
Market Volatility During Midterm Elections
With the election around the corner, it’s hard to ignore the buzz of negativity and speculation in the air; it’s important to keep a sense of perspective about the big picture.
The Wealth Effect
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 doors, and fear was everywhere. Yet, for many Americans, it was…
Three Characteristics of Financial Advice
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 ever, but tech-based solutions can only offer so much. So what are…
Arizona Education Day, featuring Fritz Meyer
Thank you to all who attended Arizona’s Education Day! In case you missed it, check out Fritz Meyer’s presentation where he discusses the state of the US economy, inflation, interest rates and the financial impact the invasion of Ukraine may have.