by Michael Proctor | Aug 6, 2021 | Uncategorized
The reasons you have for NOT meeting with a financial planner are probably reasons why you actually should. Here’s a collection of reasons we’ve actually heard:1. My wife and I don’t have time to meet2. I need to sell my house first3. I don’t have any money to...
by Michael Proctor | Jul 29, 2021 | Uncategorized
If you tell me how much money you save and give away each year, I can tell you how much you’re spending.Your money can only go four places. You can pay your taxes with it, you can spend it, you can save it, or you can give it away. But most people don’t consciously...
by lyndon@leadingedgefp.com | Jul 24, 2021 | Uncategorized
So you want to quit your job. You’re burned out. You’ve done it for a long time, and now you want to do something different. But you’re wondering if you have enough money to quit what you’re doing and start a job that might pay less—or even start a whole different...
by Michael Proctor | Jul 20, 2021 | Uncategorized
What’s the tax you didn’t you know you’re paying? Inflation!Inflation happens when the Federal Reserve prints more money and puts it into circulation. Everyone ends up with a little more money, which makes them feel comfortable spending more, which ultimately raises...
by Michael Proctor | Jul 8, 2021 | Uncategorized
When we talk with someone who’s new to investing, fear often dominates the conversation. Whether that person is worried that the next bubble is around the corner or that the next stock market crash is about to happen, they often wonder, “Why in the world would I put...
by Michael Proctor | Jul 1, 2021 | Uncategorized
As you’re reaching your financial goals and accumulating assets, the next step for many people is philanthropy. Here are a few things to think about as you sharpen your philanthropic focus.A good first question to ask yourself when you’re thinking about giving is, “Is...
