by Kevin Gormley | Oct 16, 2019 | Charlie, Kevin
“The HSA is the only account that you do not pay tax on the money before you put it in, while it is growing, and when you take it out IF it is used for healthcare. Triple tax trifecta!” ~ Kevin Gormley, CPA, CFP(R), PFS and CFO of Leading Edge ...
by Charlie Mattingly | Oct 14, 2019 | Charlie, Education, Kevin, Pilots
Discussing life insurance can be a difficult and emotional experience. None of us want to think about ever needing it, but it is crucial to be prepared for the possibility. Charlie and Ben discuss which type of life insurance you need, how much, and if your...
by Charlie Mattingly | Oct 6, 2019 | Charlie, Education, High Income, Kevin, Pilots, Video
Long Term Care Insurance is a lesser-known benefit that is often misunderstood but increasingly important as we are living longer. Charlie and Ben explain what long term care insurance is and why you should consider it. They also address how it can serve to...
Recent Comments