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: info@1on1ofinancial.com
Call 1 on 1 Financial at 909-981-1720

1 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: info@1on1ofinancial.com
Call 1 on 1 Financial at 909-981-1720

1 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.