Are your finances due for a little spring cleaning? Just like airing out your home after winter, it’s time to dust off your financial strategy!

Join Josh Leonard as he dives into five key tips for a fresh start this spring. He explores ways to tidy up old retirement accounts, refresh your financial planning outlook, and manage risk in a market full of surprises.

Josh covers:

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• Consolidating outdated retirement accounts to cut down on fees and overlap
  
• Reviewing and updating your financial strategy to ensure income sufficiency
  
• Assessing investment risks and considering portfolio adjustments
  
• Conducting a tax review to avoid unexpected surprises
  
• Strategies for more tax-efficient charitable giving 
  
• And more!
  

Resources:

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• Schedule a meeting with the team
  

Connect with Josh Leonard: 

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• jleonard@leonardadvisorygroup.com
  
• LinkedIn: Josh Leonard
  
• Leonard Advisory Group
  
• 412-998-PLAN
  
• YouTube: Leonard Advisory Group
  
• Facebook: Leonard Advisory Group