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 […]
Dec 23, 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.
Dec 18, 2020
Not even Hollywood writers could have created a story like we lived out in 2020. Charlie Mattingly and one of Leading Edge’s newest advisors, Rob Eklund, discuss what this year has taught us, how to better prepare in the future, and thoughts about the markets and economy going forward.
Dec 9, 2020
So, it’s a dark night and the weather is terrible. What are the instruments you trust? What is your primary and backup instrument? Here are five instruments that I think can save your investments as well as your financial sanity during uncertain times…