January 5, 2024
Step 3 Use Apps: 5 Ways to Simplify Your Financial Life
Our personal finances- budget, investments, retirement, insurances, credit, etc.- are one of the leading causes of stress among adults. School systems only recently started offering personal finance courses to high school students within the last 5 years, and it is not yet a leading standard of education throughout the nation.
January 4, 2024
Step 2 Automation: 5 Ways to Simplify Your Financial Life
Our personal finances- budget, investments, retirement, insurances, credit, etc.- are one of the leading causes of stress among adults. School systems only recently started offering personal finance courses to high school students within the last 5 years, and it is not yet a leading standard of education throughout the nation.
January 3, 2024
5 Ways to Simplify Your Financial Life: Step 1 Consolidation
Our personal finances- budget, investments, retirement, insurances, credit, etc.- are one of the leading causes of stress among adults. School systems only recently started offering personal finance courses to high school students within the last 5 years, and it is not yet a leading standard of education throughout the nation.
December 15, 2023
Inside Business: Top 40 Under 40 2023
Leland was honored as a Top 40 Under 40 Honoree by Inside Business! The article requires a subscription to read. Here we have added Leland’s excerpt:
November 17, 2023
Advisors Magazine: Preparing Your Heirs For Wealth Transfers
Leland was recently featured in Advisors Magazine’s article discussing family preparation for wealth transfers. You can read the full article at the link below, but here is his excerpt!
July 15, 2023
Investment News: ‘Following The Money’ Not So Easy In A World Of Remote Work
Leland was recently featured in an Investment News Article discussing remote work. Here is his excerpt from the article: