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The Leading Edge Financial Planning Blog.
As we near the end of another year it is always wise to review your financial situation. Leading Edge has created a checklist to help you evaluate your progress, maximize opportunities and set goals for the coming year. Our checklist covers: 401(k)sIRA, SEP IRA and...
It turns out that money CAN buy happiness – you just have to spend it the right way.
In support of the current Southwest Airlines open enrollment window, we are presenting a break down of what benefits are available and how to choose the best one for your situation. Today we are discussing the Southwest Airlines Non-Qualified Plans.
We realize watching your account balances decline in value is painful. Here are a few action steps you can take to reduce uncertainty, increase confidence and sleep well at night.
FAFSA is the Free Application for Federal Student Aid. You must submit a FAFSA form each school year to qualify for grants, scholarships, federal work-study, and federal student loans.
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.
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. 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.
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