by Charlie Mattingly | Jun 21, 2019 | Charlie, Education, Kevin
Download Article Stock market corrections are scary. Watching your money seemingly disappear is very stressful. This past year has taken us all on a painful ride. We have had difficult months even as recently as May 2019. So, the million-dollar question...
by Kevin Gormley | Jun 13, 2019 | Charlie, Education, High Income, Kevin, Pilots, Video
“I’m making a ton of money. Why don’t I feel rich?” If you are part of the approximately 5% of Americans who make over $200,000 thousand dollars a year you may be finding yourself in this position. There is no secret formula to becoming rich,...
by Kevin Gormley | May 31, 2019 | Charlie, Education, Kevin, Pilots, Video
Tax season is over… why in the world did I just receive this form in the mail?! Click the video to the right to hear my brief explanation on why you received Form 5498 and what to do with it. As always, schedule a meeting by clicking HERE. Or call us with any...
by Kevin Gormley | May 27, 2019 | Charlie, Education, Kevin, Pilots, Video
Most Americans will eventually receive Social Security and Medicare benefits. Each year, the Trustees of the Social Security and Medicare Trust Funds release lengthy reports to Congress that assess the health of these important programs. The newest reports, released...
by Kevin Gormley | May 21, 2019 | Charlie, Education, Kevin, Video
Rental real estate is appealing for many investors. Whether you heard about rental real estate investing from the news, family or friends, it is imperative you have a system to decide whether the investment is right for you.In this video, Kevin Gormley CFP, CPA®...
by Charlie Mattingly | May 16, 2019 | Charlie, Education, Kevin
Global stock markets have been spooked by the escalating trade disputes between the world’s two largest economies: China and the United States. And there is no evidence that the dispute is about to be resolved. On Friday, U.S. President Donald Trump raised tariffs...
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