by Spencer Neal | Nov 25, 2019 | Blog
As we enter November and with Thanksgiving less than four weeks away, we thought we would take some time to mention the people and things in our lives we are thankful for. Too many times in our busy days we focus on the emergency de jour and we forget we have a lot to...
by Spencer Neal | Sep 6, 2019 | Blog
During the next 15 years, more people are projected to retire than in the previous history of the U.S., combined. This wave began when the 1st baby boomer, Kathy, started collecting Social Security back in 2007. According to Pew Research, the baby boom wave of...
by Spencer Neal | Jun 12, 2019 | Blog
It is with great enthusiasm that I announce my recent affiliation with Leading Edge Wealth Advisors, returning to my hometown roots after 15 years of experience in the financial planning field, working with clients and advisors across the country. Growing up, I was...
by Spencer Neal | Feb 6, 2017 | Fiduciary Standard
Dear Elizabeth Warren One of the changes the new President has implemented is the repeal or delay of the Department of Labor’s Fiduciary Standard for advisors working with retirement accounts. This is a regulation you have been very vocal on, continually espousing...
by Spencer Neal | Jan 5, 2017 | Financial Education
The words above are attributed to Emil Faber, the fictional founder of the fictional institute of higher learning, Faber College, in the 1970’s movie classic, Animal House. While there may be other lines of the movie that come to mind (“Was it over when the Germans...
