by Charlie Mattingly | Nov 12, 2019 | Charlie, Clint, Kevin, Pilots
Whether you realize it or not, we all have a plan. Benjamin Franklin is credited with saying; “If you fail to plan, you plan to fail.” I believe you cannot get better at anything in life without serious preparation and planning. (Reference my exercise plan – or...
by Kevin Gormley | Nov 7, 2019 | Charlie, Kevin, Quarterly Reviews
Investing is not golf. You don’t win with your short game. The 3rd quarter of 2019 reminded us that investing requires a long game approach. Short term investors didn’t see great returns in the 3rd quarter; it was an unexciting period of time. In his quarterly...
by Charlie Mattingly | Oct 31, 2019 | Charlie, Kevin, Pilots
Most airlines offer a variety of health insurance plans. How do you know which to choose? Charlie and Ben discuss the pros and cons of high & low deductible plans, as well as Health Savings Accounts and medical insurance options for retired military who are...
by Kevin Gormley | Oct 26, 2019 | Charlie, Education, Kevin
Last week was National Estate Planning Awareness Week. We are sharing a few articles on how to make sure your estate is in order. Read on… Post-Death Planning Have you ever wondered what happens to your unpaid bills after you die? You might be...
by Charlie Mattingly | Oct 26, 2019 | Charlie, Education, High Income, Kevin
Do you have your ducks in a row? Last week was National Estate Planning Awareness Week and it got us to thinking about some of the most common estate planning mistakes people make. We are sharing an article today on just that. Common Estate Planning Mistakes...
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 ...
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