by Charlie Mattingly | Aug 27, 2020 | Charlie, Education, Kevin, Pilots, Retirement, Video
This is part 1 of our 3 part series on estate planning for airline pilots nearing the end of their career. These are the important documents and steps you need to have in order before you retire. Today’s conversation is about Wills & Trusts. We all...
by Charlie Mattingly | Aug 22, 2020 | Charlie, Education, Kevin
People are starting to ask, “Are we in “bubble” territory?” and “Why is the stock market going up so much – aren’t we supposed to be in a recession?”. We understand – market behavior has been a little strange lately. When “bubble-talk” starts surfacing...
by Kevin Gormley | Aug 13, 2020 | Charlie, Education, High Income, Kevin, Video
You filed your taxes months ago yet haven’t seen your refund. What’s going on? We have been getting a lot of calls recently from people wanting to know, where is their 2019 tax refund and what is this 5071C letter they received from the IRS? In...
by Charlie Mattingly | Aug 4, 2020 | Charlie, Education, Kevin, Pilots, Retirement, Video
How can you structure your investments to maximize your retirement income? In essence, how you can take the most amount of money but pay the least amount of tax. This is a complicated subject but in this video Charlie and Kevin’s discuss the high points and...
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