Phil Cannella – Phillip Cannella Media: Phil Cannella in his educational process, hands out some golden tidbits of information that really put into perspective how important it is that one works with a financial professional who is well versed in many different areas of financial planning, estate planning, retirement planning, etc. Phil Cannella is just such a person.
One of the things Phil Cannella points out is that decisions you make with regard to your assets has a definite impact on your beneficiaries when you pass away and you will want to factor that into the equation when doing your retirement planning. As Phil Cannella himself points out, “and that’s the idea. To reduce – even eliminate – fees. To avoid taxation and to keep your money in your family and carry on your legacy. No matter what your faith or beliefs are, from a financial standpoint, you can be sure that there’s such a thing as financial life after death.”
“Bad planning will leave much more of your estate than is necessary to the tax man and who wants that?” asks Phil Cannella. This is where it is critical that you are working with someone who has the specialized education to effectively counsel you on your choices so that you are making the most prudent decisions.
