Leading Edge Wealth Management, LLC.

07/08/2026

How many of you have opened a Trump account yet?

Should the new money fund the Trump account or go into these 4 other accounts?

Curious? Schedule a meeting below to understand your best option.

We've been helping families compare these strategies and determine which approach best fits their financials.

Alka G. Oberoi is a Financial Advisor with Leading Edge Wealth Management, LLC. Fidelity Investments serves as custodian. This communication is for informational purposes only. Information is believed reliable but not guaranteed. Nothing herein is an offer, solicitation, or guarantee. Past performance does not guarantee future results.

06/17/2026

Retirement is about more than having enough money saved. It's about understanding what you want the next chapter of your life to look like.

If retirement is within the next few years, now is the time to start asking some important questions about your lifestyle, income needs, and long-term goals.

Read our latest article, "5 Questions to Ask Yourself 5 Years Before You Retire."

https://www.lewmllc.com/blog/5-questions-to-ask-yourself-5-years-before-you-retire/

08/07/2025

Thinking about college for your child or grandchild? The new 2025 tax law gives 529 plans even more power—with expanded uses, bigger tax benefits, and greater flexibility for your family’s future.

Whether you're a parent or grandparent helping to plan or pay for education, this guide offers a practical, values-based approach for 529 plans under the 2025 Tax Act.

Read the full guide here:
https://shorturl.at/zbQ3t

Visit Our Website: https://www.lewmllc.com/

07/31/2025

Getting ready to take Social Security?
Join us for a free educational seminar where we’ll walk through how Social Security benefits work — and how to make the most of yours.

When:
Tuesday, August 12| 6:00 PM – 7:30 PM
Thursday, August 14 | 6:00 PM – 7:30 PM

Where: Palatine Library District

We'll cover:
Social Security claiming strategies
Positioning investments before and after retirement
Avoiding retirement tax traps

Space is limited — RSVP today.
https://events.yourretirementtimeline.org/IQZ3IY

04/14/2025

Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.

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04/11/2025

📢 What happens to your 529 account if your kids don't go to college? 🎓 With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

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04/07/2025

Here are 5 facts about Social Security you absolutely need to know.

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04/04/2025

Here are a few key factors to consider when naming an executor for your estate.

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

04/04/2025

From evolving trade policy to further Artificial Intelligence news, Q1 wrapped up an interesting year for markets. Our April Quarterly Market Insights breaks down what moved markets and what investors are watching in 2025.

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03/31/2025

What should you look for in a personal finance app?

An increasing number have been developed to help individuals with their personal finances.