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 Fiduciary.

The Fiduciary.

A fiduciary is someone who acts on behalf of another person and has a fundamental obligation to put their clients’ interests ahead of their own, with a duty of undivided loyalty and utmost good faith. Fiduciaries are bound both legally and ethically to act in the client’s best interests. 

“The Envious Investor”

“The Envious Investor”

Have you forever missed out if your returns weren’t as high as your neighbor? Charlie discussed what it was like in 2020 as investor, the challenge of staying the course, and the FOMO if your returns weren’t as high as your neighbor.

Volatile Markets, and Uncertain Airline Careers: Top 5 considerations for pilots facing a potential furlough

Volatile Markets, and Uncertain Airline Careers: Top 5 considerations for pilots facing a potential furlough

Let this pandemic be another reminder that the airline industry is volatile and vulnerable to events out of our control. However, we can control how we prepare our personal finances to make the tough times a little more manageable. Here are the Top 5 action steps that all airline families should consider especially if they feel their airline job is vulnerable to furlough at any time in the future.

End of Year Checklist 2020!

End of Year Checklist 2020!

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.