by Michael Proctor | Mar 18, 2026 | Uncategorized
Firm News & Events With tax deadlines approaching, we want to make sure you’re not leaving opportunities on the table. Several tax-saving strategies must be implemented before filing — and in some cases before specific contribution deadlines — to be effective. If...
by Michael Proctor | Apr 25, 2025 | Uncategorized
When it comes to retirement investing, it’s easy to get overwhelmed by the options. From index funds to tax strategies, the advice can seem endless—and contradictory. But the most reliable truth? Your investment decisions should be rooted in your financial goals, not...
by Michael Proctor | Jan 30, 2024 | Uncategorized
Divorce or separation can be tumultuous, especially when children are involved. The repercussions often extend far beyond the couple, impacting the children and future generations. However, amidst the challenges, there lies an opportunity for healthy co-parenting—a...
by Michael Proctor | Jan 16, 2024 | Uncategorized
In our latest podcast episode, we had the privilege of sitting down with Robert Miller, a seasoned professional in elder care and dementia care facilities, who now shares his wealth of experience as a professor specializing in aging. Join us as we unravel the...
by Michael Proctor | Dec 12, 2023 | Uncategorized
Welcome to another enriching installment of Real Wealth Podcast, proudly presented by Leading Edge Financial Planning. I’m your host, Mike Proctor, and today, we embark on a captivating exploration of the delicate intersection between relationships and finances....
by Michael Proctor | Dec 5, 2023 | Uncategorized
In the latest episode of the Real Wealth Podcast, Dr. Roy Smith, a seasoned therapist specializing in family businesses, dives into his rich experience working with clients and navigating the complexities of personal and familial growth. This blog encapsulates the...
