JOIN OUR NEWS STREAM
Keep up with the latest news in personal finance, investing from national sources and our own Leading Edge Financial Planning blog
The Leading Edge Financial Planning Blog.
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?
Some might try to predict the future but if they were truthful they would admit the answers to these questions are unknowable. Luckily we don’t have to know the future because we have history to learn from. Admittedly this is much less exciting than looking into our crystal ball but we’ve experienced times similar to these in the past.
Charlie Mattingly was recently interviewed by The Wall Street Journal regarding the current state of the airline industry and the impending pilot furloughs.
Actually, I want you to be wealthy. I believe true wealth is more than just accumulating a lot of money. In addition to having enough money to fund your goals, I define true wealth as fulfillment, joy, and contentment in your financial life. We’ve all seen examples of people with a lot of money that are also very unhappy. In fact, most of the time I see little-to-no correlation between “getting rich” and happiness. The following are the character traits and action steps that I believe will help all of us develop a mindset of wealth:
Attention Southwest Airlines Pilots: significant changes are coming to the Voluntary Loss of License insurance plan. Open enrollment is a few weeks away (Oct 15-30, 2020) and we want to make you aware of the differences in the new VLOL plan. If you currently hold VLOL, please pay close attention, these changes will likely affect your financial planning strategy. In this video, Charlie offers a breakdown of the changes in the new insurance plan and what criteria he suggests to determine if you should opt in or waive off.
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 awkward but it’s imperative that your family is taken care of in case something happens to you.
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 where to get them.
The data show that capturing the long-term returns of the capital markets does not depend on which party controls the White House. In this three-minute clip from a recent webcast, Dimensional’s Mark Gochnour and Jake DeKinder offer lessons from history. For more than 35 years, Dimensional has been putting financial science to work for investors by translating compelling research into real-world investment solutions. Leading Edge uses this research to find the best solutions for our clients.
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.
Why is the stock market going up when we are supposed to be in a recession? Experts argue investors may be paying too much for a particular investment and therefore the bubble will either burst because it’s overvalued resulting in dramatic price declines or simply lower future investment returns. Although the market behavior doesn’t seem to make sense right now we encourage you to maintain the mindset of a successful investor. This is how.