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The Leading Edge Financial Planning Blog.
One of the Biggest Risks to Your Retirement Plan
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.
Review of the 4th Quarter of 2018
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.
MYTH: An Inverted Yield Curve Predicts a Recession
Is there a correlation between an inverted yield curve and an impending recession? Not always, and here is why.
How does LEFP protect my money when the market goes down?
How do you protect my money when the market goes down?
End-of-Year Financial Checklist 2018
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,...
How to Buy Happiness
It turns out that money CAN buy happiness – you just have to spend it the right way.
Southwest Airlines Explanation of Benefits: Non-Qualified Plans
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.
How Are You Feeling About the Current Market Volatility?
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.
Time for FASFA Forms… We Can Help!
FAFSA is the Free Application for Federal Student Aid. You must submit a FAFSA form each school year to qualify for grants, scholarships, federal work-study, and federal student loans.
Credit Freeze – How the New Law Affects You
One of the most powerful fears Americans experience is someone stealing their personal or financial identity. The Experian data breach affected 145 million people in the fall of 2017; that is 50% of our population. It is now our turn to take back control of this sensitive data. How? It is called a credit freeze and best of all, it’s now free to use.
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