Top Ten Retirement Mistake #3:  Not Having a Plan For The Best Time to Start Your Social Security Benefits

Top Ten Retirement Mistake #3: Not Having a Plan For The Best Time to Start Your Social Security Benefits

Charlie and Kevin discuss some of the factors that people in their early 60’s should consider before starting Social Security. What are the three most important considerations in order to make the best decision? We believe this decision must be part of your overall retirement plan or it could be a very expensive mistake!

Lessons for the Next Crisis

Lessons for the Next Crisis

It will soon be the 10-year anniversary of when, in early October 2007, the S&P 500 Index hit what was its highest point before losing more than half its value over the next year and a half during the global financial crisis…

Top Ten Retirement Mistake #9

Kevin and Charlie continue their discussion about the Top Ten Retirement Mistakes to Avoid. Here we continue with “Number 9.”

At Leading Edge Financial Planning we believe it is critical to have a well-thought-out retirement income plan BEFORE you are retired. Retirement Income planning is one of the most studied areas of financial planning because there are many moving parts, competing interest and opportunities to increase your retirement income.

The Insult of Mutual Fund Taxation

Investors in mutual funds may be in for a rude surprise when they open their 1099’s in February. In a recent article that appeared in the Wall Street Journal ( http://www.jasonzweig.com/when-funds-insult-their-investors), author, Jason Zweig points out that not only did more than 79% of mutual funds fail to beat their benchmarks last year, but…

Kevin Gormley

Kevin specializes in working with high-income earners who need assistance in managing company incentive plans, maximizing their investments, and minimizing taxes. He also specializes in cash flow planning for pre-retirees and retirees, and helping them make planning decisions regarding their Social Security benefits. Kevin holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and the Personal Financial Specialist (PFS) professional designations. Kevin is an active Certified Public Accountant (CPA) in the state of Tennessee. In addition to Leading Edge Financial Planning, Kevin was an Adjunct Professor and taught a Personal Finance class at Maryville College for the J term in January, 2016 and January, 2017. Kevin is a member of the American Institute of Certified Public Accountants (AICPA), the Tennessee Society of Certified Public Accountants (TSCPA), and is a Board member on the East Tennessee Financial Planning Association (FPA).