Let’s continue our conversation on financial jargon today. We’ll dive into the different designations and licenses you may see when shopping around for a financial advisor. What do they all mean?
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To get to know Phil a bit more, we ask a few questions to find out how he got to where he is today. From his influences and hobbies to what he likes most about the job, today’s podcast is all about what makes Phil tick.
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As you file your 2020 taxes, what do you need to be aware of to account for that unprecedented year? What changes were made and how should you prepare? We’ll fill you in on the top tax tips.
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Is a trust something everyone has or just the really wealthy? Do you need it as a part of your estate plan?
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As you try to make the best decisions, you may get a lot of bad advice–even from people with good intentions. How do you know who to listen to? Whose advice is bad and whose is good? We’ll look at four common people we turn to and explain why you should be careful.
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