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Southwest Airlines: What happens to my Life Insurance if I become Disabled or Retire Early?
Do you know what happens to your Southwest Airlines group term life insurance policy if you become disabled or retire early? It may be different from what you’ve heard on the crew van!
In this short video, Charlie outlines exactly what happens to your group term life insurance policy if you become disabled or leave Southwest Airlines.
Retirement: Everything is Different Now!
You may be the type of person that enjoys managing your own investments. And there’s nothing wrong with that. However, as you approach or are in retirement things can be very different.
Election 2020: A Discussion on Our Thoughts and Concerns
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?
Where Will Your Future Investment Returns Come From?
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.
Leading Edge Featured in The Wall Street Journal
Charlie Mattingly was recently interviewed by The Wall Street Journal regarding the current state of the airline industry and the impending pilot furloughs.
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
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
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.
Estate Planning Series: Important Documents Needed
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.
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.
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