Leading Edge Financial Planning, LLC

Leading Edge Financial Planning, LLC

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Leading Edge Financial Planning, LLC, Financial planner, 515 S Main Street, Ste 103, Wichita, KS.

07/17/2024

As we're working internally first on adopting our new brand that represents how we view our client relationship, here's a preview of our new brand! Same ownership, upgraded team and brand. Social media and website update/ build-out to follow.

Stewardship is our craft.

Thank you for your loyalty!

-Mike Proctor

02/27/2024

Unlock the power of Goodwill Industries beyond thrift stores! Join CEO Laura Ritterbusch as she reveals the wide array of services empowering individuals through job training, employment programs, and adult education. Explore how Goodwill creates opportunities for those with disabilities or barriers, fostering dignity, purpose, and strong community bonds. Tune in to discover a world of empowerment and meaningful employment!

Listen Here:

Podbean - https://realwealth.podbean.com/e/thrift-to-empowerment-goodwills-reach-s3ep5/

Spotify - https://open.spotify.com/episode/6ueRRTGnYTf582tbYfUrpn?si=226e57d872394347

Goodwill Links:

Facebook - https://www.facebook.com/GoodwillIntl
Twitter - https://twitter.com/GoodwillIntl
Instagram - https://www.instagram.com/goodwillintl/
YouTube - https://www.youtube.com/goodwillintl
Goodwill Website - https://goodwillks.org/

Kansas couple charged with collecting man’s retirement while keeping his body in their home 6 years 01/23/2024

PSA... don't do this, whether it's your daddy or your mummy....

Kansas couple charged with collecting man’s retirement while keeping his body in their home 6 years Prosecutors say Lynn Ritter and Kirk Ritter, both 61, continued depositing and spending from Carroll’s bank account even while his body became “mummified” on a bed in the home he owned.

Where Is the Market Headed? 01/20/2024

We all want to know, “What’s next for the financial markets?” But no one knows for sure.

Where Is the Market Headed? We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Taxable vs. Tax-Deferred Savings 01/20/2024

Tax deferral—the secret weapon for savvy investors. How can this powerful tool work for you?

Taxable vs. Tax-Deferred Savings Use this calculator to compare the future value of investments with different tax consequences.

Social Security Taxes 01/18/2024

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.

Social Security Taxes Estimate how much of your Social Security benefit may be considered taxable.

Financial Aid for Students 101 01/18/2024

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Financial Aid for Students 101 Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

01/17/2024

Exciting news on Real Wealth Podcast, sponsored by Leading Edge Financial Planning! Join host Mike Proctor as he chats with John Denny, the brains behind Exit MAP - your go-to for seamless business transitions. With 30+ years of success, John spills the beans on entrepreneurial journeys and invaluable tools for advisors.

🔑 Unlock the secrets to business transitions, exit planning, and savvy financial moves. Dive into this eye-opening talk with John Denny! 🌟

01/17/2024

Exciting news on Real Wealth Podcast, sponsored by Leading Edge Financial Planning! Join host Mike Proctor as he chats with John Dini, the brains behind Exit MAP - your go-to for seamless business transitions. With 30+ years of success, John spills the beans on entrepreneurial journeys and invaluable tools for advisors.

🔑 Unlock the secrets to business transitions, exit planning, and savvy financial moves. Dive into this eye-opening talk with John Dini!

Listen Here!

Podbean:
- https://realwealth.podbean.com/e/john-dini-exit-planning
Spotify:
- https://open.spotify.com/episode/6ni9Bmq2FTIau4SoGXVjJn?si=rw3gx0A8RNWYjYLz48dWFg

The Facts About Income Tax 01/16/2024

Check out this video on taxes.

The Facts About Income Tax Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

01/16/2024

Help us fight human trafficking with Hope Ranch for Women! Learn about our mission from Executive Director John Oelze, rescuing survivors through residential programs. Support us in bringing hope and restoration to survivors. Every action makes a difference.

Inflation & Retirement 01/16/2024

Is your household's inflation rate higher than the national average?

Inflation & Retirement Estimate how much income may be needed at retirement to maintain your standard of living.

01/15/2024

Explore the intricate world of aging and dementia care in our latest podcast featuring Robert Miller, a seasoned elder care professional turned professor with an impressive background including:

Comfort Care Homes: He dedicated 12 years to business development and operations, eventually becoming the Senior Vice President.

Care Pitch: As the founder of his consulting firm, Robert lends his expertise in care consulting, private care, patient advocacy, and coaching.

Wichita State University: Currently contributing to the College of Health Professions in the Department of Public Health Sciences, Robert teaches classes on aging.

Conference on Dementia: Robert co-founded the annual conference in Kansas, which grew to attract over 850 participants annually before he stepped back.

Discover valuable insights on navigating challenges during the holidays and the significance of early planning. Learn about practical tools like advance directives and long-term care insurance policies, essential for proactive aging care. Tune in for expert advice that resonates with caregivers and families.


Listen Here:

Podbean: https://realwealth.podbean.com/e/aging-care-unveiled-robert-miller-s-expertise-explored-a-podcast-for-caregivers-and-families-real-wealth-podcast-s3-ep3
Spotify: https://open.spotify.com/episode/2kvnNmWd87hJaWy6Bh2SRz

Robert Miller Links:

Linkedin: https://www.linkedin.com/in/rdmict/
Comfort Care Homes: https://comfortcarehomes.com/blog/149
Wichita State University: https://www.wichita.edu/directories/index.php

U.S. Personal Savings Rate 01/13/2024

The savings rate is the government’s estimate of how much U.S. households are saving.

U.S. Personal Savings Rate What can be learned from the savings rate?

Find That Lost Retirement Account 01/13/2024

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.

Find That Lost Retirement Account With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

Does Your Portfolio Fit Your Retirement Lifestyle? 01/11/2024

A retiree’s should reflect the lifestyle choices he or she makes in . Does yours?

Does Your Portfolio Fit Your Retirement Lifestyle? Lifestyle considerations in creating your retirement portfolio.

Women on the Rise 01/11/2024

Did you know that women control 51% of all personal wealth in the United States?

Women on the Rise Explore the growing influence women wield over the economy with this handy infographic.

Choose Your Own Retirement Adventure 01/09/2024

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:

Choose Your Own Retirement Adventure Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

To Buy or Not to Buy 01/09/2024

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.

To Buy or Not to Buy The decision whether to buy or rent a home may have long-term implications.

What Is My Current Cash Flow? 01/06/2024

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?

What Is My Current Cash Flow? Assess whether you are running “in the black” or “in the red” each month.

Retirement Plan Choices for Small Businesses 01/06/2024

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.

Retirement Plan Choices for Small Businesses Retirement choices can be intimidating. Picking the right strategy.

Quarterly Market Insights | Q4 2023 01/05/2024

Despite a challenging start to Q4 due to rising bond yields and monetary policy concerns, optimism surged with new inflation data and Fed Chair Jerome Powell's encouraging remarks, leading to a market rally.

Quarterly Market Insights | Q4 2023 Mike is a financial planner with more than 13 years of experience and founded Leading Edge Financial Planning, LLC in 2017. He truly cares about people, tells groan-worthy dad jokes to his 3 kids and wife, and loves cheering on the K-State Wildcats. Mike offices at the Wichita location.

Is a SEP-IRA Right for Your Business? 01/04/2024

Take an inside look into Simplified Employee Pension plans.

Is a SEP-IRA Right for Your Business? For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Saving for Retirement 01/04/2024

For many, retirement starts a new phase of life. Are you getting prepared for your new phase?

Saving for Retirement This calculator can help you estimate how much you may need to save for retirement.

Encore Careers: Push Your Boundaries 01/02/2024

Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.

Encore Careers: Push Your Boundaries Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

01/02/2024

Explore the current bear market as experts provide crucial advice: stay calm, stay invested. Learn the power of a diversified portfolio and income-generating investments to ride out market dips.

📈 This downturn can be an opportunity for new investors – stocks are essentially "on sale." Focus on long-term gains, not short-term losses. Patience is key in successful investing.

01/02/2024

Explore the current bear market as experts provide crucial advice: stay calm, stay invested. Learn the power of a diversified portfolio and income-generating investments to ride out market dips.

📈 This downturn can be an opportunity for new investors – stocks are essentially "on sale." Focus on long-term gains, not short-term losses. Patience is key in successful investing.

What Is My Risk Tolerance? 01/02/2024

What would you rather have: $500 today or a 50% chance at $2,000 tomorrow? Know your risk profile.

What Is My Risk Tolerance? This questionnaire will help determine your tolerance for investment risk.

Once Upon a Goal 12/30/2023

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Once Upon a Goal Do you know how to set up your financial goals for success? This knight does.

Rightsizing for Retirement 12/29/2023

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?

Rightsizing for Retirement What does your home really cost?

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Telephone

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Address


515 S Main Street, Ste 103
Wichita, KS
67202

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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Leading Edge Financial Planning, LLC Leading Edge Financial Planning, LLC
515 South Main Street
Wichita, 67202

We guide people in making wise financial decisions. Use your values to plan with purpose.