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 13, 2018 | Charlie, Kevin, Pilots
Last week Kevin and I traveled to Colorado to visit with some of our clients in that region. What a great trip! In the age of doing business over the internet, it was a real treat to meet so many of you in person. We enjoyed fantastic conversations and took in some...
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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