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.

How Bonds Can Affect Your Investment Returns (VIDEO)

How Bonds Can Affect Your Investment Returns (VIDEO)

In this video, Kevin discusses the complexity of investment portfolio options. During periods of market volatility you may be surprised how bonds can affect your returns. Deciding what investment risk is appropriate for you is never an easy or simple decision. Furthermore, be cautious of standard portfolio “rules of thumb” as different individual circumstances may change the way you should invest.

We can help you consider all the variables and determine what is best for your situation. Call for a free consultation, 865-240-2292

Kevin Gormley

Kevin specializes in working with high-income earners who need assistance in managing company incentive plans, maximizing their investments, and minimizing taxes. He also specializes in cash flow planning for pre-retirees and retirees, and helping them make planning decisions regarding their Social Security benefits. Kevin holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and the Personal Financial Specialist (PFS) professional designations. Kevin is an active Certified Public Accountant (CPA) in the state of Tennessee. In addition to Leading Edge Financial Planning, Kevin was an Adjunct Professor and taught a Personal Finance class at Maryville College for the J term in January, 2016 and January, 2017. Kevin is a member of the American Institute of Certified Public Accountants (AICPA), the Tennessee Society of Certified Public Accountants (TSCPA), and is a Board member on the East Tennessee Financial Planning Association (FPA).