There is a misconception that earning a high income equates to being “rich”. However, as you may be painfully aware, wealth does not come automatically. Building wealth takes discipline and an intentional investment strategy. Many factors come into play: cost of living, lifestyle creep, current taxation, diversification of assets and having your financial affairs in order.
We will discuss the various elements of death taxes, wills, trusts, long-term care and life insurance, and how to keep it all organized.
The first quarter of 2018 and been as a bit like a windy day on a sailboat… a lot of ups and downs. Kevin Gormley shares data and observations on what happened in the markets and how you can steer through the rough seas and stay on target with your investment goals.
When markets are volatile it can be hard to maintain your investing discipline. We can help you navigate the tumult and stay on track.
Southwest Airlines distributes their annual Profit Sharing on March 15th. Do you understand how those monies are paid out?
There is a widespread misperception that all of the profit sharing money is paid directly to you. In fact, profit sharing is distributed based on a number of factors: current year 401k contributions, income in excess of $270,000 (for 2017) as well as elections you selected in October 2017. Here is a quick breakdown of things you need to know.
We discuss the monetary and emotional impact of not having a financial plan for retirement.
We recorded our Cyber Security webinar for those of you who weren’t able to attend and/or for those who want to review the information again. Leading Edge teamed up with the information security experts at CyberDx to discuss how to keep your online financial data secure and prevent identity theft. Topics covered include: Basic Computer Security Practices, Phishing, Viruses/Malware and a Q & A segment. This is a recording of the live webinar we hosted on February 15, 2018.
Leading Edge has teamed up with the information security experts at CyberDx to discuss how to keep your online financial data secure and prevent identity theft.
Financial advice comes in all forms but the only type of professional who is required by law to act in your best interest is a fiduciary.
Join Kevin and Charlie as they discuss how the 2018 tax changes may affect you.
Kevin and Charlie summarize the tax law changes and elaborate on a few strategies that may help you take advantage of the tax changes.