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.
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.
Working with a financial planner who specializes in the airline industry is a MUST for pilots. Pilots face work challenges unlike any other career, for example: forced retirement, stringent medical requirements, high earning potential paired with working in a volatile market. In this video Charlie shares what issues pilots should be aware of and how each can be handled by a specialist in a way that leads to peace of mind and financial security.
The holiday season is upon us and the end of another year will be here soon! Charitable giving is a wonderful way lift your spirits as well as help organizations in need this time of year. In addition to helping those in need, charitable giving can be a great way reduce your income taxes.
If you are in a giving mood this holiday season it should be done in a way that allows you to give MORE while maximizing your charitable tax deduction. This is especially important due to POTENTIAL tax changes in 2018.
In this video Kevin explains why you should consider setting up a Donor Advised Fund (DAF) now, take an immediate tax deduction, and then direct the DAF monies to your favorite charities over the next couple of years.