Aug 3, 2021
Typically, taxpayers with income under $400,000 MAGI, married filing jointly, received a $2,000 tax credit per child under the age of 17 to offset your tax bill. This year, instead of getting the credit on your taxes, a portion of the credit will be paid out in advance over the next 6 months. If you count on the tax credit to offset your tax bill, you could be in for a big surprise!
Jun 24, 2021
In this episode, we are taking on the hot topic of Options Trading. We’ve had a few pilots come to us with questions about Option Trading after hearing about them on trips. We are here to address these questions and give our thoughts!
Jun 16, 2021
Taxes are a very emotional issue, and this can affect our behaviors. Sometimes we let our emotions make decisions for us, such as the example where I’m not going to pay taxes no matter what or as little as possible no matter what. Just be aware that even though its painful, sometimes it might be smarter to just pay that tax.
Jun 11, 2021
Are you thinking about investing in Real Estate? We believe real estate can be a great investment, however it also comes with many challenges. In our 8th podcast, we discuss the major challenges and considerations to look out for when you are deciding if rental real estate is right for you.
Mar 18, 2021
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.
Feb 12, 2021
Leading Edge Financial Planning is growing! Thanks to you for spreading the word about Leading Edge, we’re adding new advisors to increase our capacity and continue to improve the quality of our service for current and future clients. We’ve been tremendously fortunate to have added three new advisors over the last few months. Many of you already know Ben Dickinson as he’s been with us for almost two years now. However, he’s moving into more of an advisory role […]