What do YOU view as your most substantial asset that allows you to live the life you want to live on a daily basis? In this episode, Josh Leonard talks about the road you have to follow once your payc

The Secure Act 2.0 was signed into place on December 23, 2022. This opens several new strategies you can dip into, in order to save for your retirement and/or fund important goals such as education.

What is your biggest fear? Many times our fears dont align with our biggest risks. Market risk has been on the top of everyones mind but that is not the only risk we need to worry about in retiremen

New year, new you At least until around March. Isnt that always how it goes? Most of us set some goals but fall off the wagon not too long after. We get it. In this episode, Josh Leonard talks about

Looking for last-minute gift ideas for your Grandkids? Look no further! Although they might be looking for fun toys, it might be time to offer them the gift that keeps on giving; a solid financial fou

2022 has been a challenging year, to say the least. From the war in Ukraine, inflation and elections to the downward shift in the market, there are a number of factors coming together, causing us to s

Do you ever wonder about how people will think of you or remember you once you have passed away? Is it important for you to leave behind a story or personal anecdote that you feel defines your life?

Are you unsure what your retirement will look like? Finding new passions at an old age can be challenging but finding an activity that releases your serotonin like never before can jumpstart you into

As we get our front porches wrapped with spider webs and observe the leaves changing colors, it might be a good time to take one step forward in your retirement planning. In this episode, Josh Leonar

With the large number of clients under our belt, we pride ourselves in adapting and catering to any of our clients needs, in any circumstances. This is why we work with trusted professionals, as well