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Today, Philip Board and Jon Gay cover estate planning. 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. 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:...

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 -...

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 Payments Increased Unemployment Assistance Tax Filing Deadline Delays Retirement Account Changes Enhanced Benefits for Charitable Gifts Advantages for Student Loan Borrowers and Small Business Owners Finally, Phillip takes a look ahead to what life may look like, post-quarantine. Resources: 1 on 1 Financial...

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.

The SECURE Act was signed into law December 20th, taking effect on January 1st of this year. Some of the key changes for your financial fitness and future include: Phillip Board of 1 on 1 Financial joins Jon Gay to explain each of these top-line items and how they will affect you in retirement. Resources: 1 on 1 Financial Website Email 1 on 1 Financial Call 1 on 1 Financial at 909-981-1720

Have you made a New Year's Resolution? Is it related to personal finance, personal fitness, or both? As it turns out, there are many similarities between these two types of resolutions. For both areas: Resources: 1 on 1 Financial Website Email 1 on 1 Financial Call 1 on 1 Financial at 909-981-1720

In this month's episode, we break down Alternative Investments, or "Alts." What is an alternative investment? What are some examples of Alternative investments? How do I know if Alts are a suitable investment for me? Is a mutual fund an alternative investment? When would I use an alt in my portfolio? Are alts liquid? What are the risks? What are the fees? Are they liquid ? Resources: 1 on 1 Financial Website Email 1 on 1 Financial Call 1 on 1 Financial at 909-981-1720

Today, we take a look at the differences between traditional IRA's and Roth IRA accounts, exploring the positives and negatives of each. We also cover: Resources: 1 on 1 Financial Website Email 1 on 1 Financial Call 1 on 1 Financial at 909-981-1720

Opportunity Zones are areas that are designated by mayors and other governmental agencies. From Boston's former "Combat Zone" to the area once known as "Skid Row" in Los Angeles, there are often vast tax incentives that come with investing in these under-performing areas. As a result, investing in Opportunity Zones can be a great way to build your portfolio. Phillip Board explains in today's episode. Resources: 1 on 1 Financial Website Email 1 on 1 Financial Call 1 on 1 Financial at...

In our second episode we take a deep dive into the world of annuities - the different types, and the advantages/disavantages to each. Phillip answers the following questions. 1 on 1 Financial Website Email 1 on 1 Financial

In our first episode, Phillip Board talks about where he came from, what makes 1 on 1 Financial different, and an explanation of these topics: Resources: 1 on 1 Financial Website Email 1 on 1 Financial Call 1 on 1 Financial at 909-981-1720

Meet Phillip Board of 1 on 1 Financial in Upland, California. 1 on 1 Financial is a full service financial service, wealth management and insurance protection firm. Phillip explains what makes 1 on 1 Financial different. Resources: 1 on 1 Financial Website Email 1 on 1 Financial Call 1 on 1 Financial at 909-981-1720