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Tips For Teaching Your Grandkids To Be Financially Aware

October 21, 2020
While many people are on a good path to retire comfortably, others wish they would have started saving earlier...
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Your Life Simplified - Honoring Hispanic Heritage

Honoring Hispanic Heritage

October 16, 2020
As Hispanic Heritage Month comes to a close, we’d like to take a moment to celebrate a few individuals...
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How-Can-I-Impact-My-Community

Your Questions, Answered: Community Impact

October 15, 2020
On this week’s episode of Your Questions, Answered Aaron Fulton and  Brian Leitner  discuss using your money to make...
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Your Life Simplified - ABCs of Medicare

ABCs of Medicare…an Introduction to the Different Parts

October 6, 2020
As we age – or face an event that results in disabilities – we all will have to make...
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Your Questions, Answered: Tax-Friendly States

September 24, 2020
On this week’s episode of Your Questions, Answered Alejandro Zayas and  Brian Leitner  discuss tax advantaged states, and answer...
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Nike Swoosh Recovery Intact

Nike Swoosh Recovery Intact

September 8, 2020
Another month and another series of data, which, on balance, suggests the U.S. economic recovery is continuing. Business activity...
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Making Social Security Part of Your Wealth Plan

Making Social Security Part of Your Wealth Plan

September 8, 2020
While Social Security provides a steady income source in retirement, it is a taxable benefit for many, so high...
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Not the Time for Heroics…Time to Keep Your Head Down

Not the Time for Heroics…Time to Keep Your Head Down

August 10, 2020
“If you can keep your head when all about you are losing theirs…” – Rudyard Kipling Why...
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Your Questions, Answered: Fixed Income Portfolio

Your Questions, Answered: Fixed Income Portfolios

August 6, 2020
On this week’s episode of Your Questions, Answered Tony Roberts and Brian Leitner discuss fixed income portfolios, and answer...
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Is Now the Right Time to Seek Advice from a Professional

Your Questions, Answered: Seeking Professional Advice

July 30, 2020
On this week’s episode of Your Questions, Answered, Mike McAndrews and Brian Leitner discuss when to seek professional financial...
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Prepare-for-Market-Volatility

Your Questions, Answered: Preparing for Market Volatility

July 23, 2020
On this week’s episode of Your Questions, Answered, Andy Garrison and Brian Leitner discuss preparation for market volatility, and...
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Is Now The Right Time to Open a 401k for My Small Business

Your Questions, Answered: 401(k) for Small Businesses

July 9, 2020
On this week’s episode of Your Questions, Answered, Thomas Hardy and Brian Leitner discuss opening a 401(k) for small...
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