Finances, Tax Planning, Wealth Management

Expert Interview Series: Phillip Christenson of Phillip James Financial About Retirement Financial Planning

BY Admin | July 27, 2021

Phillip Christenson is a financial advisor and portfolio manager for Phillip James Financial, an independent fee-only financial planning company in Plymouth, Minnesota. He works personally with clients on wealth management issues and was recently named one of the Top 100 Financial Advisors by Investopedia. We had a chance to sit down with Phillip to hear his…

Asset Protection, Finances, Tax Planning, Wealth Management

What Your Attorney Isn’t Telling You About Asset Protection

BY Admin | June 3, 2020

Millions of individuals go to attorneys regularly in order to learn more about how to secure their assets, and how to keep those assets safe throughout the state and aging process. But not all attorneys have the same approach or philosophy about the problems associated with asset protection. There are many misconceptions about the process…

Finances, Wealth Management

What Millionaires Do Differently

BY Admin | March 3, 2020

Becoming a millionaire is often at the top of most people’s financial goals. While the journey to having a 7-figure bank statement might seem like a pipe dream, it is simpler than you would imagine. The journey starts by having the right mindset and then studying how millionaires manage their finances. If you want to…

Asset Protection, Finances, Real State, Tax Planning, Wealth Management

Wills and Trusts: It’s Not Really About the Documents

BY Admin | January 27, 2019

The Siegel Law Group, P.A.By: Barry D. Siegel Wills and Trusts: It’s Not Really About the Documents For decades a debate raged in legal circles about which documents were better – wills or trusts. Members of the public didn’t really know the difference, but there was a perception that trusts were more complicated and expensive…

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