Credit Freeze – How the New Law Affects You

Credit Freeze – How the New Law Affects You

One of the most powerful fears Americans experience is someone stealing their personal or financial identity. The Experian data breach affected 145 million people in the fall of 2017; that is 50% of our population. It is now our turn to take back control of this sensitive data. How? It is called a credit freeze and best of all, it’s now free to use.

Southwest Airlines Explanation of Benefits: STD, LTD and VLOL

Southwest Airlines Explanation of Benefits: STD, LTD and VLOL

In preparation for the upcoming Southwest Airlines open enrollment, we are presenting a break down of what benefits are available and how to choose the best one for your situation. Charlie talks about Southwest Airlines Short Term and Long Term Disability and Loss-of-License Insurance. He explains the differences between Short Term Disability (STD) A and B, Long Term Disability (LTD), Loss of License (LOL) and Voluntary LOL (VLOL), including their salary, pension, and tax implications. He also shares which selections he recommends and why.

Smiles For Hope Partnership

Smiles For Hope Partnership

Dr. Smita Borole and Anish Gaikwad stopped by to give us this wonderful certificate of recognition for sponsoring the Smiles for Hope Gala. We were honored to support their organization, but it’s really Smiles for Hope that deserves the recognition. Volunteer-based, they provide free dental care to the residents of the YWCA Knoxville and the Tennessee Valley. They are doing some very important, life-changing work and we extend our thanks for their contribution to our community.

Importance of Creating a Retirement Income Stream

Importance of Creating a Retirement Income Stream

As we get closer to retirement the idea of creating an income stream becomes very, very important. In this video, Kevin draws from the ideas of Robert Merton (Nobel Prize winner and distinguished MIT and Harvard Professor), who believes that the way we are currently going about retirement planning is all wrong. Retirement doesn’t mean having the biggest pile of money when you die. Instead, retirement planning should enable you to live the life you want to live and have the income when you need it. Kevin also discusses the numerous strategies on how to build an income plan for retirement and how to avoid the dangers of recency bias. When it comes to retirement you only get one shot! Let the team at Leading Edge help you get it right, 852.240.2292

Charlie Mattingly

Charlie earned his Bachelor of Science degree in Mechanical Engineering from the University of Tennessee. He then entered the United States Air Force where he served for ten years as an officer and F-16 fighter pilot. After his ten years in the Air Force, Charlie wanted to begin a new career helping others understand and thrive in personal finance so he earned his Master of Business Administration in Financial Planning from California Lutheran University. Charlie also earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation in 2012. His prior life and work experiences as an Air Force officer and pilot have helped him understand the discipline, knowledge and leadership it takes to be an effective financial advisor for his clients.