Why Airline Pilots Should Work with a Specialized Financial Planner (VIDEO)

Why Airline Pilots Should Work with a Specialized Financial Planner (VIDEO)

Working with a financial planner who specializes in the airline industry is a MUST for pilots. Pilots face work challenges unlike any other career, for example: forced retirement, stringent medical requirements, high earning potential paired with working in a volatile market. In this video Charlie shares what issues pilots should be aware of and how each can be handled by a specialist in a way that leads to peace of mind and financial security.

Give More by Giving Smartly (VIDEO)

Give More by Giving Smartly (VIDEO)

The holiday season is upon us and the end of another year will be here soon! Charitable giving is a wonderful way lift your spirits as well as help organizations in need this time of year. In addition to helping those in need, charitable giving can be a great way reduce your income taxes.

If you are in a giving mood this holiday season it should be done in a way that allows you to give MORE while maximizing your charitable tax deduction. This is especially important due to POTENTIAL tax changes in 2018.

In this video Kevin explains why you should consider setting up a Donor Advised Fund (DAF) now, take an immediate tax deduction, and then direct the DAF monies to your favorite charities over the next couple of years.

Why Markets Crash  (VIDEO)

Why Markets Crash (VIDEO)

In this video Kevin adds to last week’s conversation about the complexities of investing in volatile markets. Kevin shares what occurs when markets crash and what you can do to prepare yourself, and your portfolio, for the next time it happens.

Top Ten Retirement Mistake #3:  Not Having a Plan For The Best Time to Start Your Social Security Benefits

Top Ten Retirement Mistake #3: Not Having a Plan For The Best Time to Start Your Social Security Benefits

Charlie and Kevin discuss some of the factors that people in their early 60’s should consider before starting Social Security. What are the three most important considerations in order to make the best decision? We believe this decision must be part of your overall retirement plan or it could be a very expensive mistake!

Charlie Mattingly

Charlie earned his Bachelor of Science degree in Mechanical Engineering from the University of Tennessee. He then entered the United States Air Force where he served for ten years as an officer and F-16 fighter pilot. After his ten years in the Air Force, Charlie wanted to begin a new career helping others understand and thrive in personal finance so he earned his Master of Business Administration in Financial Planning from California Lutheran University. Charlie also earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation in 2012. His prior life and work experiences as an Air Force officer and pilot have helped him understand the discipline, knowledge and leadership it takes to be an effective financial advisor for his clients.