by Kevin Gormley | Dec 29, 2019 | Charlie, Education, Kevin, Pilots, Video
We have all heard the stories about the lottery winner who lost it all. How can this possibly happen? In this video, Kevin dives into the reasons that some lottery winners don’t succeed financially. He shares the financial lessons learned from these scenarios...
by Charlie Mattingly | Dec 23, 2019 | Charlie, Education, Kevin, Retirement
This past Friday the SECURE Act of 2019 passed. The act was a bipartisan effort to help Americans be better prepared for retirement. The title is an acronym: Setting Every Community Up for Retirement Enhancement and the act puts the responsibility on...
by Kevin Gormley | Dec 14, 2019 | Charlie, Education, Kevin
’Tis the season for the U.S. Internal Revenue Service to make its annual inflation adjustments to a variety of tax rates and limits, including higher estate and gift tax limits for 2020. In the coming year, individuals will be able to gift or exclude from...
by Charlie Mattingly | Dec 5, 2019 | Charlie, Education, Kevin, Video
Bloomberg recently published its recession probability model. The model states that as of November 2019, the chance of a recession in the next 12 months is 26%. That sounds okay but what about this? The chances of NOT having a recession are 74%. Now that’s a...
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