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...
by Michael Proctor | Jun 23, 2021 | Uncategorized
Mike Tyson famously said, “Everybody’s got a plan until they get punched in the face.” So why plan when things are going to change anyway? Here’s our answer.We don’t know what tomorrow’s going to hold, but it’s helpful to explore what you have to work with and what...
by Michael Proctor | Jun 18, 2021 | Uncategorized
Once you’ve reached your financial goals—or when you’re tracking really, really well on the way to reaching them—what the next finish line for you? Let’s take a look at income- and asset-based finish lines and what you can do beyond them.One book I’ve really enjoyed...
by Michael Proctor | May 6, 2021 | Uncategorized
What are investment objectives and why do they matter? Investment objectives range from being very conservative to very aggressive, and it’s a good idea to have one investment objective for some of your money and different investment objective for the rest. In...
by lyndon@leadingedgefp.com | Apr 22, 2021 | Uncategorized
If you’ve ever said, “Don’t spend any more money until I get paid on Friday,” then you’ve been living to paycheck like 78% of Americans. Being broke is normal, but it doesn’t have to be. If you’re sick and tired of living that way, here are 5 steps to help you stop...
by lyndon@leadingedgefp.com | Apr 8, 2021 | Uncategorized
Are you the first generation in your family that has had wealth, and are you trying to teach your children the value of money?I grew up in a home where we didn’t have very much money. My dad was a schoolteacher and my mom stayed at home. My dad also worked extra jobs...
