by Kevin Gormley | Jan 25, 2018 | Charlie, Education, Kevin, Retirement Mistakes
We are nearing the end of our series on Top Ten Retirement mistakes. Today Kevin and Charlie discuss Mistake #2: taking advice from a salesperson rather than a fiduciary. Financial advice comes in all forms but the only type of professional who is required by law to...
by Charlie Mattingly | Jan 18, 2018 | Charlie, Kevin, Video
Join Kevin and Charlie as they discuss how the 2018 tax changes may affect you. Kevin and Charlie summarize the tax law changes and elaborate on a few strategies that may help you take advantage of the tax changes. If you’d like to view the entire 2018 Tax...
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