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 Lisa Rosenthal | 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 Kevin Gormley | Apr 17, 2019 | Charlie, Education, Kevin, Uncategorized, Video
In the 1st quarter of 2019, the markets rebound from the lows we experienced in the 4th quarter of 2018.In this video, Kevin highlights some of the reason why and goes over the market sectors that thrived. Kevin talks about the way “we were right… AND we...
by Charlie Mattingly | Apr 16, 2019 | Charlie, Education, Kevin, Video
In our final episode of our Kids & Money series, Ben and Charlie discuss 5 actionable steps you can take to align your children for financial independence. This is the final video in a multi-part series. To view the entire series click...
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