by Kevin Gormley | Dec 23, 2020 | Education, Retirement
As we near the end of another year it is always wise to review your financial situation – especially after a year like 2020! Leading Edge has created a checklist to help you evaluate your progress, maximize opportunities, and set goals for 2021. Take this...
by Kevin Gormley | Oct 31, 2020 | Charlie, Kevin, Video
You may be the type of person that enjoys managing your own investments. And there’s nothing wrong with that. However, as you approach or are in retirement things can be very different. In fact, when your investment goal switches from accumulation to producing...
by Kevin Gormley | Aug 13, 2020 | Charlie, Education, High Income, Kevin, Video
You filed your taxes months ago yet haven’t seen your refund. What’s going on? We have been getting a lot of calls recently from people wanting to know, where is their 2019 tax refund and what is this 5071C letter they received from the IRS? In...
by Kevin Gormley | Jul 29, 2020 | Charlie, Education, Kevin, Video
Mortgage rates are hovering near record lows and it’s likely your mailbox has been filling up with refinance offers. So how do you know if you should refinance or not? A lower rate sometimes isn’t all it’s cracked up to be, but sometimes is everything you need....
by Kevin Gormley | Jun 10, 2020 | Charlie, Education, Kevin
So, you want to be a stock picker? This video may make you think twice. There are stories of someone getting lucky with a homerun stock return but it’s rare. (More than 50% of stocks do not beat their market). Kevin explains why it’s so difficult to...
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