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We help airline pilots create, grow and protect wealth so they can have as much fun in retirement as they did flying airplanes!

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How can success in one profession, such as an Airline Pilot Professional translate into investing success?

Learn to use the skills and discipline that airline pilots must have to fly a safe and efficient airplane to improve your chances of successful investing.

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Southwest Airlines Explanation of Benefits: STD, LTD and VLOL

Southwest Airlines Explanation of Benefits: STD, LTD and VLOL

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.

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Smiles For Hope Partnership

Smiles For Hope Partnership

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.

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Importance of Creating a Retirement Income Stream

Importance of Creating a Retirement Income Stream

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

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Recession Preparedness: 3 Things You CAN Do to Be Prepared

Recession Preparedness: 3 Things You CAN Do to Be Prepared

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.

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High income Series:  How to Go From High Income to High Wealth (VIDEO 1)

High income Series: How to Go From High Income to High Wealth (VIDEO 1)

There is a misconception that earning a high income equates to being “rich”. However, as you may be painfully aware, wealth does not come automatically. Building wealth takes discipline and an intentional investment strategy. Many factors come into play: cost of living, lifestyle creep, current taxation, diversification of assets and having your financial affairs in order.

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Airline Pilots Face Unique Challenges

Pilots Face Unique Challenges

1.  FAA mandatory age 65 retirement.

2.  FAA Health and Medical Requirements – Risk of losing FAA Medical.

3.  Airline Pilots typically spend one third to one half of their time away from their families.

4.  Airline industry specific risks; Mergers/Acquisitions, Furlough, Bankruptcy.

5.  Known high-income profession – Constantly offered financial schemes and get-rich-quick gimmicks.

 

How Leading Edge Financial Planning Can Help

1.  We have experience helping airline pilots overcome the unique challenges and risks in the airline industry.  Since I am an airline pilot, I am familiar with the potential pitfalls unique to our industry and how to mitigate those risks.

2.  We understand how to maximize employer benefits.  We help pilots prepare for and limit the risk of losing their ability to fly due to loss of their FAA Medical.

3.  We utilize the latest client service technology to help organize and simplify your personal finances, thus reducing stress in your life.

5. Our investment and financial planning process increases your chances for success and enables you to spend your valuable time at home doing the things you love instead of worrying about investments and retirement planning.

We strongly believe airline families that have a financial plan will do better than those who do not.

We have a passion for helping our airline families understand where they are now, where they want to go and the best way to get there.

Achieving this clarity in your financial life reduces uncertainty, reduces stress and increases your quality of life now as well as in retirement.

Thank you for visiting our “Landing Page.”  We sincerely hope we can be of service to you and your family.  Please don’t hesitate to reach out via email or phone.  We’d love to hear from you!

All the best and fly safe!

Charlie Mattingly, CFP®, MBA

Principal and Co-founder LEFP

 

 

 

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