Articles by Josh Leonard
- Ideas and Innovation for Financial Advisors - Advisorpedia
Tax Return Clues That Could Shape Your Retirement Income for Years
What hidden issues could be sitting in your paperwork, and what small moves today could help you avoid bigger tax headaches later?
- Ideas and Innovation for Financial Advisors - Advisorpedia
One More Year at Work: Smart Financial Move or Costly Retirement Mistake?
Challenges one of the most common retirement assumptions, the idea that working one more year is always the safer choice.
- Ideas and Innovation for Financial Advisors - Advisorpedia
When Success Complicates Your Finances Instead of Simplifying Them
Often brings more friction, not less, and why success can quietly add complexity to your financial life if it is not coordinated with intention.