End-of-Year Financial Checklist

End-of-Year Financial Checklist

As we near the end of another year it is always wise to review your financial situation.  LEFP has created a checklist to help you evaluate your progress, maximize opportunities and prepare you for the upcoming tax reform changes.  We will walk you through a review of...
Kevin on TV Teaching Students About Money

Kevin on TV Teaching Students About Money

(AMY SMOTHERMAN BURGESS/NEWS SENTINEL) — Each January for the last two years, Kevin has taught a class at Maryville College to help students learn about financial planning. The class lasts three hours each day for three weeks and covers a variety of topics...
Lessons from Q3 Market Returns

Lessons from Q3 Market Returns

In the video below, Kevin discusses market investment returns from Q3 2016 and some lessons Leading Edge Financial Planning sees in the data. Please remember that past performance may not be indicative of future results. Different types of investments involve varying...