Financial Fitness

Today, Philip Board and Jon Gay cover estate planning.Who should worry about estate planning?Why do you need estate planning?How do I get a trust?What are the types of trusts out there?Revocable Living Trust vs Irrevocable?What do trusts do?What is probate? How can I avoid it?How much do trusts cost?What happens if I die without a trust?Ultimately, estate planning isn't about you - it's for the ones you care about. You want to make sure that they are in the best position possible - both financially and emotionally.Resources:1 on 1 Financial Website: https://www.1on1financial.com/Email 1 on 1 Financial: [email protected] 1 on 1 Financial at 909-981-17201 on 1 Financial Facebook page: https://www.facebook.com/1on1f/

With all the market volatility we've seen in 2020, we thought today would be a good day to look at financial planning overall.What is financial planning?Why is it beneficial?What are the different areas of financial planning?1 on 1 recently hired a paraplanner to assist clients with creating financial plans, utilizing the most modern technology to keep them continuously updated.Resources:1 on 1 Financial Website: https://www.1on1financial.com/Email 1 on 1 Financial: [email protected] 1 on 1 Financial at 909-981-17201 on 1 Financial Facebook page: https://www.facebook.com/1on1f/

With so much heavy news around us in the age of Coronavirus, today, Philip Board and Jon Gay just had a casual conversation about what their day-to-day is looking like.  We also talk about how the world is changing, and what things may look like post-quarantine.Philip talks about biking (virtually and in real world) and Zoom Happy Hours - Jon talks about a Zoom Bar Mitzvah and getting a dog.Finally, we touch on a separately managed account  that 1 on 1 Financial  has been working on - trying to target companies that have a bright future in our changing world.

Today, Phillip Board from 1 on 1 Financial joins Jon Gay to break down the just-passed Coronavirus Aid, Relief, and Economic Securities (CARES) Act, including:2020 Recovery PaymentsIncreased Unemployment AssistanceTax Filing Deadline DelaysRetirement Account ChangesEnhanced Benefits for Charitable GiftsAdvantages for Student Loan Borrowers and Small Business OwnersFinally, Phillip takes a look ahead to what life may look like, post-quarantine. Resources:1 on 1 Financial WebsiteEmail 1 on 1 FinancialCall 1 on 1 Financial at 909-981-1720

Everyone is talking about the coronavirus, or COVID-19, and the effect it's  having on our daily lives. But what happens when it's gone?  How will our daily lives - both work and personal - be forever changed?  Might some good come from this global catastrophe?  Philip Board and Jon Gay take a closer look.