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11902310_694384687372599_757955298478374

(704)-735-7427

cain@leonardwealth.net

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Creating A Retirement Strategy

Your Extended Care Strategy

The SECURE Act

Leonard Wealth Management celebrates 60 years in Lincolnton

J. Cain Leonard, II earns MCEP®

Is Generation X Preparing Adequately For Retirement?

Tax Scams and Schemes

What Low Unemployment Means for the U.S.

Your 2019 Financial To-Do List

End-Of-The-Year Money Moves

Smart Financial Steps After College

Why Life Insurance Matters For New Homeowners

Are Your Beneficiary Designations Up To Date?

Financing A College Education

The Case For Women Working Past 65

Is It Time To Stop Procrastinating About Your Financial Plan?

Coping With College Loans

Should You Leave Your IRA To A Child?

Why Do People Put Off Saving For Retirement?

Balancing Your Checkbook

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J. Cain Leonard, CEP®, MCEP®
MASTER CERTIFIED ESTATE PLANNER™

704-735-7427

cain@leonardwealth.net

Location:

312 E Water St.

Lincolnton, NC 28092

Leonard Wealth Management, LLC is a registered investment advisor in the state of North Carolina. The advisor may transact business in states where it is appropriately registered, or where it is excluded or exempted from registration. Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser or a tax professional before implementing any strategy discussed herein.

Investment advisor representative of Leonard Wealth Management, LLC, A Registered Investment Advisor. Investment Advisory Services are offered through Leonard Wealth Management, LLC, A Registered Investment Advisor. Insurance Services are offered Leonard Insurance Advisors, LLC. Leonard Wealth Management, LLC and Leonard Insurance Advisors, LLC are affiliated companies

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