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

529 Plan vs Texas Prepaid Tuition Plan: Which Is Better for College Savings? Important Author’s note: While this discussion focuses on the Texas prepaid-tuition plan,

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

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,

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

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

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