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.
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.
As Leading Edge continues to grow, we want to ensure our clients are well taken care of. Therefore we decided to add another member to our team! Please join us in welcoming Matthew McDaniel, our new Paraplanner.
It’s almost Southwest Airlines benefit season. SWA and SWAPA together offer an amazing benefits package, but it can be complicated. Between SWA and SWAPA there are FOUR enrollment periods every year! We’re here to help!
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.
As we get closer to retirement the idea of creating an income stream becomes very, very important. 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.
Last week Kevin and I traveled to Colorado to visit with some of our clients in that region. What a great trip! In the age of doing business over the internet, it was a real treat to meet so many of you in person. We enjoyed fantastic conversations and took in some gorgeous sightseeing.
The next recession or market downturn could be more painful than the last – simply because you have more money invested! Charlie has brought lessons learned from his training in the military and as an airline pilot to help clients work through various scenarios and put together a successful plan to weather the storm.
We don’t know when the next economic recession will come, but we are confident it WILL happen, sooner or later. Have you tested your financial plan to see if you are ready? Just as military and airline pilots routinely train to be prepared for emergency situations, we take a similar approach to ensure our clients are ready for the next downturn.
This is a recording of our Wealth & Estate webinar from 06/12/2018