Cole Leonida, Financial Planner | CFP® | CKA®

Investment Committee Insights – July 31, 2023

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Investment Committee Insights – July 24, 2023

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Investment Committee Insights – July 17, 2023

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Investment Committee Insights – July 10, 2023

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The SECURE 2.0 Act and Your Retirement

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 over the next few years, it’s easy to get overwhelmed. What’s…

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Navigating the Complexities of the SECURE 2.0 Act

This year’s SECURE 2.0 Act comes with a robust package of new rules designed to provide more opportunity and flexibility to workers planning for retirement.

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Why Now is Not the Time to Buy Annuities

Annuities are a long-term investment, and making decisions about the future based on short-term emotions rarely leads to the best outcome.

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Talking Taxes – What To Discuss With Your CPA in the Next 90 Days

JMA talks with Mark Spencer, CPA, about tax strategies for the new year & advice on how to have more productive and meaningful conversations with your CPA.

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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.

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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…

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