Leading Edge Wealth Advisors LLC

This spring, help your employees grow their retirement savings with a competitive 401(k) plan. Offering a well-structured program supports your team’s future and boosts your ability to attract and retain top talent. Ready to grow financial security for your workforce? Contact us today!

With Tax Day approaching, it’s the perfect time to make the most of your tax-advantaged savings for 2024. Swipe through to discover key opportunities to save. Need guidance on maximizing your contributions? Reach out to our team — we’re here to help!

When planning for retirement, one of the most common concerns is ensuring your savings last. The 4% rule is one approach to sustaining wealth in retirement. Swipe through to learn more. Let us help tailor a strategy that aligns with your goals. Contact our team today.

Cybersecurity is no longer just an IT concern—it’s a critical issue for plan sponsors, third-party administrators (TPAs), and financial professionals overseeing retirement plans. A recent breach impacting participants at community colleges and public schools underscores the vulnerabilities in managing sensitive financial data. With regulatory scrutiny increasing and participants expecting stronger safeguards, how should plan sponsors and TPAs enhance their cybersecurity measures? This incident is a stark reminder that protecting retirement assets goes beyond investment management—it requires robust risk mitigation strategies. Read more about the breach and its implications: https://lnkd.in/gJzuhTbj

Do you have your bracket handy? No, we’re not talking about those of the sports variety! Instead, we’re referring to 2025 tax brackets, an important aspect of your financial strategy for the year. Read the graphic to find your expected tax bracket, and feel free to save this post for future reference. As always, if we can be of help, don’t hesitate to give the office a call.

As we enter 2025, recent findings from the 2024 LIMRA Insurance Barometer Study reveal critical insights into life insurance coverage. These trends are important for anyone focused on financial planning and protection for loved ones.?? Life insurance doesn’t have to be out of reach. Connect with us to explore affordable options that offer peace of mind and financial security for you and your family.

Are you expecting a ring this Valentine’s Day? We’re here to offer a few budgeting tips for those planning a wedding. Swipe for more ?? A good marriage begins with healthy communication, including finances. From ring to retirement, we’re here to help you build a strong financial foundation. Reach out to our team for personalized advice!

SECURE 2.0 in 2025: Are You Ready for the Changes? With SECURE 2.0 bringing new retirement plan provisions in 2025, plan sponsors, advisors, and employers must navigate complex regulatory updates that could impact compliance, tax incentives, and participant outcomes. The question is: Are you prepared? Richard Clarke, Chief Insurance Officer at Colonial Surety Company in his National Association of Plan Advisors article breaks down key concerns and challenges that come with implementing SECURE 2.0 changes, from mandatory automatic enrollment to expanded catch-up contributions. While these updates aim to strengthen retirement security, the devil is in the details—and proper planning is critical. What’s the biggest challenge you see in implementing SECURE 2.0 changes? Here is the article: https://lnkd.in/gsRbQKdv

February is Financial Aid Awareness Month, making it the perfect time to highlight a common scenario for parents of current and future college kids. Planning for retirement and college savings simultaneously may feel daunting, but a balanced approach can help you reach both goals. ?? Explore four key strategies, designed to help families manage these essential goals ?? And as always, reach out with any financial planning questions. We’re here to help!

In honor of Presidents’ Day, we thought it would be fun to reflect on some lesser-known facts about past U.S. presidents. From Abraham Lincoln’s wrestling prowess to Calvin Coolidge’s fondness for raccoons, history holds many surprises beyond the politics! Please do note that our office will be closed on Monday, February 17, in observance of the holiday, and we’ll reopen on Tuesday, February 18. If you need anything while we’re closed, don’t hesitate to reach out — we’ll respond as soon as possible upon our return.