by Charlie Mattingly | Sep 17, 2018 | Charlie, Education, Kevin, Pilots, Video
In preparation for the upcoming Southwest Airlines open enrollment, we are presenting a break down of what benefits are available and how to choose the best one for your situation. Disability insurance can be very confusing and to cover it all takes a lot of time. We...
by Charlie Mattingly | Sep 13, 2018 | Charlie, Education, Kevin, Matthew, Pilots
Please join us for our next Live Webinar! Thursday, Sept 27, 2018 5 pm EST Current State of the Airline Industry and How it Affects You With special guest speaker, Damian Jennette, from the Southwest Airlines Pilot Association (SWAPA) Negotiating and Economic,...
by Charlie Mattingly | Aug 31, 2018 | Charlie, Education, Kevin, Pilots, Video
It’s almost Southwest Airlines benefit season. We’re here to help! Deciphering benefits coverage can be stressful and confusing but it is SO IMPORTANT. Charlie and Kevin have a passion for ensuring their SWA clients are well informed; especially after Charlie...
by Kevin Gormley | Aug 24, 2018 | Charlie, Education, Kevin, Pilots
Dr. Smita Borole and Anish Gaikwad stopped by to give us this wonderful certificate of recognition for sponsoring the Smiles for Hope Gala. We were honored to support their organization, but it’s really Smiles for Hope that deserves the recognition....
by Kevin Gormley | Aug 22, 2018 | Charlie, Education, Kevin, Pilots, Video
As we get closer to retirement the idea of creating an income stream becomes very, very important. In this video, Kevin draws from the ideas of Robert Merton (Nobel Prize winner and distinguished MIT and Harvard Professor), who believes that the way we are currently...
by Charlie Mattingly | Aug 9, 2018 | Charlie, Education, Kevin, Pilots, Retirement Mistakes, Video
The next recession or market downturn could be more painful than the last – simply because you have more money invested! In our last video, we identified 3 things to AVOID when planning for the next recession and/or market downturn. This time Charlie discusses...
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