JOIN OUR NEWS STREAM

Keep up with the latest news in personal finance, investing from national sources and our own Leading Edge Financial Planning blog

The Leading Edge Financial Planning Blog.

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…

Kevin on TV Teaching Students About Money

Kevin on TV Teaching Students About Money

(AMY SMOTHERMAN BURGESS/NEWS SENTINEL) --- Each January for the last two years, Kevin has taught a class at Maryville College to help students learn about financial planning. The class lasts three hours each day for three weeks and covers a variety of topics including...

Top Ten Retirement Mistake #6: the Good, the Bad and the Ugly of Annuities

Top Ten Retirement Mistakes – Number 6! We’re counting down to the biggest mistake you can make when it comes to preparing for a great retirement. In this episode Charlie and Kevin explore the good, the bad and the ugly about annuities. There are literally hundreds of different types of annuities and they’re not ALL bad.

Top Ten Retirement Mistake #7

Top Ten Retirement Mistake #7

The seventh most common retirement mistake is not setting goals or having a well-thought-out financial plan in order to achieve what’s most important to you.
We believe if you take the time to set realistic goals and develop a financial plan you will enjoy a better quality of life now as well as prepare for a great retirement lifestyle in the future. Our hearts desire is that you achieve your goals and dreams. Please let us know how we can help you in your journey to financial peace and prosperity.

Predictions…What Are They Good For? Nothin’!

Every year financial pundits make their predictions for the coming years. In this video Charlie Mattingly demonstrates the value (or lack there of) of news headlines and predictions using actual news headlines from 2016.
In order to be successful savers and investors, we must be keenly aware of our emotions and innate human behavioral biases. In this video Charlie demonstrates how our emotions and biases could lead us to poor financial-decision making.