Now or Later – Social Security & Longevity Risks

Now or Later – Social Security & Longevity Risks

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...

Financial Planning Integrity

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...