$SPXTR: S&P 500 Total Return Beyond the S&P-500/US Large Cap Growth, US Large Cap Value and US Small Cap rallied to start the quarter:[iv] $SPXTR:

In this episode, Charlie Mattingly, CFP®, MBA and Zack Payne, CFP® break down how professional pilots with side businesses may successfully take their secondary income

401(k) and Roth Catch‑Up Updates – Explained in Plain English This week I came across an unusual video that stopped my scrolling and was able

https://www.youtube.com/watch?v=fNI920TeInc In this episode, Kevin Gormley, CFP®, CPA, PFS, breaks down the “Race to 72” and why mastering the sequence of your 401(k) contributions is

In this episode, Charlie Mattingly, CFP®, MBA, and Andrew Christopher, CFA®, MSF, break down the new Roth Catch-Up Rule Change and why it may have

For those who follow the NFL, now out-of-retirement NFL quarterback Philip Rivers made a comeback to the sports world by returning to the Indianapolis Colts

In this video, Andrew Christopher, CFA®, MSF and Charlie Mattingly, CFP®, MBA break down the Southwest Airlines Market-Based Cash Balance Plan (MBCBP) and why it

Will the Stock Market Go Down in 2026? How to Prepare for Investing Success in 2026. Investing today feels harder than ever. The sheer volume

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