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The Leading Edge Financial Planning Blog.
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.
In this video Kevin adds to last week’s conversation about the complexities of investing in volatile markets. Kevin shares what occurs when markets crash and what you can do to prepare yourself, and your portfolio, for the next time it happens.
In this video, Kevin discusses the complexity of investment portfolio options. During periods of market volatility you may be surprised how bonds can affect your returns. Deciding what investment risk is appropriate for you is never an easy or simple decision. Furthermore, be cautious of standard portfolio “rules of thumb” as different individual circumstances may change the way you should invest.
We can help you consider all the variables and determine what is best for your situation. Call for a free consultation, 865-240-2292
Keeping your online financial accounts secure is more important than ever. In this short video Charlie shares 3 important tips on how to keep your information protected. Take these critical steps now!
Kevin Gormley offers an in-depth review of the 3rd quarter market conditions. He also shares his perspective on chasing short-term earnings, investing in potentially higher-valued markets, avoiding “short-termism” and discusses if you should consider adding small-value, small-growth investments to your portfolio.
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!
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…