Welcome to the Blog

Trusted insight to help you achieve your goals. Read on.

Category

SpaceX IPO: Beyond the Hype

In this episode, Charlie Mattingly, CFP®, MBA & Andy Christopher, CFP®, CFA®, MSF dive deep into the SpaceX IPO, separating the massive media buzz from

 Every Pilot Has an LLC… But Should You?

https://www.youtube.com/watch?v=h9CDq_mYCbE In this episode, Kevin Gormley, CFP®, CPA, PFS, dives into the common aviation industry belief that every high-earning pilot needs an LLC. While you

Pre‑Flight Planning for Parenthood: Financial Thoughts for New Parents

https://youtu.be/uk8L4B9QHLY In this episode, Nolan Clark, CFP® and Zack Payne, CFP® dive into “Pre-Flight Planning for Parenthood,” sharing their experience researching financial steps for new

We’re Expecting! Planning Beyond the Nursery

My wife and I recently found out that we’re expecting our first child—a moment we’ve dreamed about for years. It’s an incredibly exciting season, but

I Just Got Hired at SWA… Now What?

In this episode, Charlie Mattingly, CFP® and Jon Schultz, BS (Aeronautics) break down the critical benefits decisions new Southwest Airlines pilots face during Indoc and

2026 Q1 LEFP Quarterly Market Update

$SPXTR: S&P 500 Total Return Beyond the S&P-500/US Large Cap Growth, US Large Cap Value and US Small Cap rallied to start the quarter:[iv] $SPXTR:

Got a Side Gig? Let’s Talk Solo 401(k)s

In this episode, Charlie Mattingly, CFP®, MBA and Zack Payne, CFP® break down how professional pilots with side businesses may successfully take their secondary income

Should You Open a Trump Account?

A Look at Your Options and Why Saving Early Wins Saving for Your Child’s Future Doesn’t Have to Be Complicated Did you ever find yourself

401(k) and Roth Catch‑Up Updates – Explained in Plain English

401(k) and Roth Catch‑Up Updates – Explained in Plain English This week I came across an unusual video that stopped my scrolling and was able