by Charlie Mattingly | Feb 12, 2021 | Retirement, Rob
Leading Edge Financial Planning is growing! Thanks to you for spreading the word about Leading Edge, we’re adding new advisors to increase our capacity and continue to improve the quality of our service for current and future clients. ...
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 Charlie Mattingly | Oct 21, 2020 | Charlie, Education, Kevin, Retirement, Video
The 2020 Presidential Election is just around the corner. As we are flooded with information and headlines, questions and concerns have built up. Is there anything we need to do to protect ourselves and our investments from the uncertainty in the future? ...
by Charlie Mattingly | Sep 11, 2020 | Charlie, Education, Kevin, Pilots, Retirement, Video
This is part 3 of our 3 part series on Estate Planning for airline pilots nearing the end of their career. Today’s conversation is about communication with loved ones. Talking about your death can be very difficult. The business of death is hard and...
by Charlie Mattingly | Sep 9, 2020 | Charlie, Education, Kevin, Pilots, Retirement, Video
This is part 2 of our 3 part series on Estate Planning for airline pilots nearing the end of their career. Today’s conversation is about the specific documents you need before you retire. Kevin and Charlie outline the documents attorneys recommend and...
by Charlie Mattingly | Aug 27, 2020 | Charlie, Education, Kevin, Pilots, Retirement, Video
This is part 1 of our 3 part series on estate planning for airline pilots nearing the end of their career. These are the important documents and steps you need to have in order before you retire. Today’s conversation is about Wills & Trusts. We all...
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