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Avoiding Probate
- December 21, 2022
- By: Phil Cannella
- Blog
- 0 Comment
A complex part of retirement preparation is transferring your assets to your heirs. If done incorrectly, that transfer could cause undue taxes and fees that will diminish the legacy that your loved ones get to enjoy. Common ways to dictate the passing down of assets t...
Read MoreThis Week’s Radio Show: Inflation Fighters
- December 21, 2022
- By: Phil Cannella
- Radio Show
- 0 Comment
When the COVID pandemic began and the federal government introduced stimulus efforts to prevent a total economic collapse, Retirement Phase Experts Phil Cannella and Joann Small knew that the government’s actions would eventually lead to issues with debt and inflation...
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