Scott Leonardi

What are some fun things you want to do before you die? Have you thought about it? #bucketlist #life #fun #ideas

There’s a great deal of uncertainty in everyone’s lifetime, especially during the planning of the rest of your great adventure. #planning

When it comes to financial or retirement planning, many don’t think about how they’re paying their #advisors. #fees #commissions

Scott speaks to his daughter about money so you can see how you could start having the money talk with your children and grandchildren too. 

The money talk is often seen as taboo, especially when you are attempting to have it with your parents. #money #finance #parents

The importance of reviewing your Medicare plan annually so you can ensure it is still meeting your needs. #retirement #medicare

What happens to your Social Security when you start taking it at varying ages, and how to determine what the best plan is for you. #finance

There are rules and regulations that you could be taking advantage of that could reduce the amount of taxes you pay. #taxes #investors

The common misconceptions of annuities is that they are expensive, boring, and just something financial advisors try to sell. But is that truly the case?

Nursing homes can be expensive, especially when you have not taken the time to put plans into place for long-term care. #medicade #medicare

Give me a mask and turn on the gas! For many people, life insurance is a topic of conversation that they try to avoid. #insurance

Every aspect of your financial planning needs to fit together, which is why we see value in providing a holistic approach to working with clients.