Welcome to the Blog

Trusted insight to help you achieve your goals. Read on.

Category

SWA Pilots: Understanding New IRS 401(k) Rules for 2026

In this episode, financial advisors Andrew Christopher, CFA®, MSF and Charlie Mattingly, CFP®, MBA from Leading Edge Financial Planning break down the upcoming IRS rules

College Savings Showdown: Texas Pre-Paid vs. 529 Plans

Join Kevin Gormley, CFP®, CPA, PFS and Nolan Clark, CFP®, B.S. (Finance) from Leading Edge Financial Planning as they break down two tax-advantaged college savings

Delta Air Lines Nonqualified Deferred Compensation (NQDC)

https://youtu.be/NxS5qLG0NZw?si=pnTGCp9hFPehfJzN In this episode, Kevin Gormley, CFP®, CPA, PFS, is joined by Andy Christopher, CFA®, MSF, to break down Delta Air Lines’ expanding benefits options,

Delta Air Lines Group Variable Universal Life (GVUL)

https://youtu.be/nSXxHoE5iVE In this session, Kevin Gormley, CFP®, CPA, PFS from Leading Edge Financial Planning breaks down the Group Variable Universal Life (GVUL) insurance plan available

American Market-Based Cashed Balance Plan (MBCBP)

In this video, Mark Covell breaks down the new American Airlines Market-Based Cash Balance Plan (MBCBP), a major update that may significantly impact pilots earning

Should You Hire a Financial Advisor?

I just returned from the RTAG (Rotary to Airline Group) National convention in Denver this weekend. My initial thought was, “What pilot shortage?!?” I don’t

SWA Open Enrollment Term Life Insurance and GVUL

Join Kevin Gormley, CFP® and Charlie Mattingly, CFP®, from Leading Edge Financial Planning for a discussion on life insurance options available to Southwest Airlines pilots

SWA Open Enrollment Loss of License and Long Term Disability

In this video, Jonathan Schultz, BS (Aeronautics) and Charlie Mattingly, CFP®, MBA from Leading Edge Financial Planning break down the key details of Southwest Airlines’

United Airlines 401(k) and HRA/RHA Contributions

https://www.youtube.com/watch?v=OLMoRDV1fXQ In this video, Jonathan Schultz, BS (Aeronautics) and Charlie Mattingly, CFP®, MBA from Leading Edge Financial Planning break down the complexities of the United