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I Want You To Be Rich

I Want You To Be Rich

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:

Southwest Airlines Pilot VLOL Critical Changes for 2020

Southwest Airlines Pilot VLOL Critical Changes for 2020

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.

Estate Planning Series: Communication with Loved Ones

Estate Planning Series: Communication with Loved Ones

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.

What History Tells Us About Elections and the Market

What History Tells Us About Elections and the Market

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.