What’s Your Plan?

What’s Your Plan?

Taking time to write down your action plan for retirement is the optimal way to ensure you have the best retirement. But the key is to simply ​start planning now​. After personally experiencing the benefits of thorough planning in my flying career, as well as in my financial life, I have become even more passionate about making sure all of our Leading Edge clients “have a plan.” Whether you are near the end of your career, rapidly approaching retirement, or you’ve just begun your professional adventure, I’m absolutely convinced financial planning will allow you to enjoy your career (and retirement!) more. As you begin the process of setting financial goals and planning for a great retirement, consider the following questions…

The Strategy Is In the Long Game – 2019 3rd Quarter Financial Review

The Strategy Is In the Long Game – 2019 3rd Quarter Financial Review

Investing is not golf. You don’t win with your short game. The 3rd quarter of 2019 reminded us that investing requires a long game approach. Short term investors didn’t see great returns in the 3rd quarter; it was an unexciting period of time. In his quarterly review, Kevin goes over the numbers, touches on some unexpected outcomes and explains why you should invest your money for at least 10 years to ensure the highest probability of success.

What Type and How Much Life Insurance You Need

What Type and How Much Life Insurance You Need

Discussing life insurance can be a difficult and emotional experience. None of us want to think about ever needing it, but it is crucial to be prepared for the possibility. Charlie and Ben discuss which type of life insurance you need, how much, and if your children need it as well. They also address if you should purchase AD&D insurance.

Long Term Care Insurance.  Do You Need It?

Long Term Care Insurance. Do You Need It?

Long Term Care Insurance is a lesser-known benefit that is often misunderstood but increasingly important as we are living longer.  Charlie and Ben explain what long term care insurance is and why you should consider it. They also address how it can serve to protect your financial assets, if and when you should buy it and how the 6 Activities of Daily Living affect your ability to receive benefits.

Negative Yields in Our Future?

Negative Yields in Our Future?

It might surprise you to know that some of the world’s largest banks are lending their assets for negative yields.  Basically, they were taking deposits with a promise that the lenders wouldn’t get all their money back. Why would they do this?

Disability Insurance for Pilots Explained

Disability Insurance for Pilots Explained

Pilots are at higher risk of needing disability insurance due to the stringent health standards required by the FAA. That is why it’s incredibly important you understand what insurance options are available to you and how they will work to protect you. BUT we know that disability insurance can be super confusing. Most of us get overwhelmed trying to figure it out and simply throw our hands up. In this video, Charlie and Ben trying to simplify all of the moving parts and give you a breakdown of the various disability options; short-term, long-term, loss of license and how they work in conjunction with your sick pay. Additionally, they discuss how your benefits may be affected if you have a secondary income.

Charlie Mattingly

Charlie earned his Bachelor of Science degree in Mechanical Engineering from the University of Tennessee. He then entered the United States Air Force where he served for ten years as an officer and F-16 fighter pilot. After his ten years in the Air Force, Charlie wanted to begin a new career helping others understand and thrive in personal finance so he earned his Master of Business Administration in Financial Planning from California Lutheran University. Charlie also earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation in 2012. His prior life and work experiences as an Air Force officer and pilot have helped him understand the discipline, knowledge and leadership it takes to be an effective financial advisor for his clients.