What is financial planning?
You probably hear it all the time from your financial advisor . . . “You need a financial plan!”...
Read Moreby Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Jun 2, 2020 | Debt/Credit, Estate Planning, Insurance, Investing, Medical & Healthcare, Planning, Tax Planning | 0 |
You probably hear it all the time from your financial advisor . . . “You need a financial plan!”...
Read Moreby Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Apr 28, 2020 | Debt/Credit, Estate Planning, Insurance, Investing, Medical & Healthcare, Planning, Tax Planning | 0 |
This pre-retirement checklist breaks down the 3 key steps you should follow in order to make sure you’re truly ready to retire with confidence.
Read Moreby Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Nov 16, 2019 | Estate Planning, Medical & Healthcare, Tax Planning | 0 |
I know that your death is not what you want to think about, but take the time to understand how...
Read Moreby Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Oct 14, 2019 | Estate Planning, Planning, Tax Planning | 0 |
What are the rules when you inherit an IRA? Inheriting an IRA (Individual Retirement Account)...
Read Moreby Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Aug 13, 2019 | Estate Planning | 0 |
Estate planning is a crucial step to protecting your family, your legacy, and the assets for which...
Read Moreby Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Apr 5, 2017 | Estate Planning | 0 |
As a continuation of the Fee-Only Financial Advisor blog sharing group, this month’s post comes to...
Read Moreby Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Mar 14, 2017 | Estate Planning | 0 |
Power of Attorney and Potential Estate Planning Issue First, I want to thank Greg Phelps for...
Read Moreby Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Jan 30, 2017 | Estate Planning | 0 |
You’ve spent your life accumulating assets. If you’ve done a particularly good job at saving and...
Read Moreby Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Dec 7, 2016 | Estate Planning | 0 |
We get a lot of questions from clients about estate planning. No one wants their hard earned...
Read Moreby Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Nov 1, 2016 | Estate Planning, Tax Planning | 4 |
As a financial advisor of 20+ years, one of the hardest things I’ve helped anyone deal with...
Read Moreby Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Oct 6, 2016 | Estate Planning | 0 |
Living Trusts – common problem solved! Please fund your trust I want to thank Greg Phelps for...
Read Moreby Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Aug 3, 2016 | Estate Planning | 0 |
If you’ve ever dealt with probate you know firsthand how frustrating it can be. The...
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