We discuss risk in every financial aspect of our client’s lives, from asset protection, dying early, living too long, stock market volatility, etc. However, the biggest risk we rarely discuss is the hidden risk of deteriorating physical and/or mental health in retirement.
Without a doubt, the 4th quarter of 2018 was a tough one. Join Kevin as he dives into the numbers and charts to evaluate what happened.
Is there a correlation between an inverted yield curve and an impending recession? Not always, and here is why.
As of Jan 1, 2019 retirement plan and IRA limits are going up. Be sure you are maximizing your contributions!
How do you protect my money when the market goes down?
As we near the end of another year it is always wise to review your financial situation. Leading Edge has created a checklist to help you evaluate your progress, maximize opportunities and set goals for the coming year. Our checklist covers: 401(k)sIRA,...
It turns out that money CAN buy happiness – you just have to spend it the right way.
In support of the current Southwest Airlines open enrollment window, we are presenting a break down of what benefits are available and how to choose the best one for your situation. Today we are discussing the Southwest Airlines Non-Qualified Plans.
If you use a High Deductible Health Plan (HDHP)* we strongly recommend you take advantage of your a Health Savings Account (HSA). Here’s why.
We realize watching your account balances decline in value is painful. Here are a few action steps you can take to reduce uncertainty, increase confidence and sleep well at night.