by Charlie Mattingly | Apr 11, 2019 | Charlie, Education, Kevin, Video
In Episode 2 of our Kids & Money series, Ben and Charlie discuss how to make abstract ideas, like a career change or retirement, relatable to your child and why it is important to start financially preparing themselves for these events early in their career.This...
by Charlie Mattingly | Apr 2, 2019 | Charlie, Education, Kevin, Video
Charlie joins our newest LEFP team member, Ben Dickinson, to discuss how to prepare your child for their future financial life. Ben shares his perspective as a recent college graduate and offers suggestions on how to get the message through to a young person who may...
by Kevin Gormley | Mar 5, 2019 | Charlie, Education, Kevin, Matthew, Pilots, Retirement Mistakes
Understanding your 401(k) can be confusing but it is an important element of a successful retirement plan. Your 401(k) has many benefits and often those include ‘free’ money from your employer. However, there is strategy involved to maximize this benefit. If...
by Charlie Mattingly | Feb 19, 2019 | Charlie, Education, Kevin, Pilots
When you hear the term “retirement planning” most of us immediately think of money,… but what about your health? We focus a tremendous amount of time preparing our clients for a successful retirement, but you won’t be able to enjoy those hard-earned years if...
by Kevin Gormley | Jan 15, 2019 | Charlie, Education, Kevin, Video
Without a doubt, the 4th quarter of 2018 was a tough one. Join Kevin as he dives into the numbers and charts to evaluate what happened. He shows that even though volatility stinks, it is a normal part of the market and it is the reason we get higher returns. Kevin...
by Kevin Gormley | Jan 8, 2019 | Charlie, Education, Kevin, Video
Lately, there have been numerous headlines and articles about an inverted yield curve and the supposed correlation between the inversion and an impending recession. I don’t believe there is a strong correlation between the two.Watch this video to see my evidence...
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