by Charlie Mattingly | Oct 6, 2019 | Charlie, Education, High Income, Kevin, Pilots, Video
Long Term Care Insurance is a lesser-known benefit that is often misunderstood but increasingly important as we are living longer. Charlie and Ben explain what long term care insurance is and why you should consider it. They also address how it can serve to...
by Charlie Mattingly | Sep 23, 2019 | High Income, Kevin, Pilots, Uncategorized, Video
What can you do to minimize your taxes now and in the future? Charlie & Ben discuss changes since the implementation of the 2018 Tax Cuts & Jobs Act, as well as the tax benefits of side businesses, charitable donations, donor-advised funds, Roth IRA’s and...
by Charlie Mattingly | Sep 6, 2019 | Charlie, Education, Kevin, Pilots, Video
As you begin to think about your airline benefits during this open enrollment season it’s a great idea to take a few minutes to evaluate if you are taking advantage of the great investment options available to you. There are many investment account types to...
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, 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...
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