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Investor Education

Taxation on Real Estate Investing

by LEFP

Dec 20, 2024

In this video, Kevin Gormley, CPA, CFP® from Leading Edge Financial Planning dives into the tax implications of real estate investing. Learn about the benefits and limitations of real estate taxation, including concepts like depreciation shields, real estate losses, and 1031 exchanges. Kevin explains how real estate taxes apply to rental income, but may not […]

Inheriting Money: IRS Rules You Need to Know

by LEFP

Nov 22, 2024

In this video, Kevin Gormley and Travis Reader, both CERTIFIED FINANCIAL PLANNERs® from Leading Edge Financial Planning, dive into what you need to consider when you inherit money. Whether it’s a taxable brokerage, IRA, or Roth IRA, understanding the tax implications and required distributions is crucial. Kevin and Travis explain the three most common types […]

The Three Bucket Approach: Securing Your Retirement Income

by LEFP

Nov 8, 2024

In this video, Kevin from Leading Edge Financial Planning breaks down the Three Bucket Approach — a retirement portfolio strategy as vital as oxygen for financial peace in retirement. He explains the importance of each bucket: a cash bucket for immediate expenses, a conservative bucket for steady income in the medium-term, and a growth bucket […]

Plan and Prepare for the Unexpected: My Personal Lessons Learned from Hurricane Helene

by Charlie Mattingly

Nov 1, 2024

As I write this article it was almost exactly one week ago that I drove through the night to pick up my daughter from Furman University in Greenville, SC. The evening before I left, my daughter and I chatted about her driving home from school since there was no power, and very little access to […]

The Pilot’s Guide to Passive Real Estate Investing: What "Passive" Really Means

by LEFP

Oct 18, 2024

In this video, Kevin Gormley from Leading Edge Financial Planning dives into the concept of “passive” real estate investing, breaking down the realities behind the word “passive” in different scenarios. We’ll cover what passive income truly means, particularly in rental real estate. Kevin examines the distinctions in “passive” effort between three real estate approaches: hands-off […]

United Airlines Benefits Open Enrollment: Key Health Insurance Options Explained

by LEFP

Oct 4, 2024

Join Kevin Gormley, CFP®, CPA and Andy Christopher, CFA from Leading Edge Financial Planning as they explore the upcoming open enrollment period for health insurance. The fall season means it’s time for United pilots to review their health plans for the upcoming year. Many individuals stick to last year’s choices without reevaluating their options, but […]

Spending Mindshift: Spend with Freedom and Peace of Mind

by LEFP

Sep 30, 2024

From Runway to Retirement: Savings Priorities for Airline ProfessionalsAuthor: Nolan Clark The world of savings priorities and the newest financial strategies can be overwhelming, especially when each seems to have its own rules. I’m not here to push a one-size-fits-all approach, but rather to offer a fresh perspective, specifically with airline professionals like yourself in […]

A Pilot's Guide to Real Estate Investing

by LEFP

Sep 20, 2024

Pilot’s Guide to Real Estate Investing: Tax Benefits & Wealth Building Kevin Gormley, CFP®, CPA presents a comprehensive overview of Real Estate Investing specifically tailored for pilots and their families. Discover why many pilots are drawn to real estate, including the potential for tax savings, passive income, and long-term wealth generation. Kevin discusses the risks […]

One Reason To Invest in Roth NOW

by LEFP

Sep 6, 2024

Tax Changes Ahead: Why Invest in a Roth IRA Now Kevin Gormley, CFP®, CPA discusses upcoming changes in tax policy that may affect your retirement investment strategy. With the expiration of the Tax Cuts and Jobs Act on January 1, 2026, the tax landscape is set to shift significantly, potentially resulting in higher taxes for […]
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