Tag Archives: Phillip J Cannella III

Phillip Cannella News: Phil Cannella Explains “Sleep Well Accounts”

Phil Cannella – Phillip Cannella News: Phil Cannella works with American retirees who want to sleep well knowing their nest egg is safe and sound. One of the financial lessons he teaches is something many people don’t realize, which is that the insurance industry can be their number one ally. Phil Cannella calls insurance products “sleep well accounts” because they allow you to sleep well no matter what the economic conditions are. If the markets go up, you sleep well knowing that you’re making money. If they Read More +

Phillip Cannella Blog: Phil Cannella Explains the Exclusion Ratio

Phil Cannella – Phillip Cannella Blog: Phil Cannella shows retirees everyday how to legally refrain from reporting 85% of their income over a ten-year period, a method that most financial advisors aren’t even aware of. Do you want to know how you can do the same?   The answer lies with what is called the Exclusion Ratio, which is the portion of your annuity’s income that the IRS considers a return of your original principal. When you own certain insurance products, you receive a number of tax Read More +

Phillip Cannella Media: Phil Cannella Shines a Beacon of Light for Seniors

Phil Cannella – Phillip Cannella Media: Phil Cannella offers real hope to seniors that something effective can be done for them when it comes to protecting their assets from erosion. In a world bent on greed and amassing money at every turn, Phil Cannella shines a beacon of light not just on the hope that something effective can be done, but actually provides some real planning for people in their retired years. A first-hand experience of some of the real difficulties that seniors and their family’s face Read More +

Phillip Cannella News: Phil Cannella Gives a Tip on Avoiding Probate

Phil Cannella – Phillip Cannella News: Phil Cannella has a lot of tricks up his sleeve on how to avoid probate. If you’ve had any experience with a loved one going through probate you will most likely quickly realize that an alternative solution would be far better than the anxieties and difficulties that probate brings about. This field is another area in which Phil Cannella shines. Phil Cannella knows quite a few “tricks” that are unknown to many based on the experience and education he has personally Read More +

Phillip Cannella Media: Phil Cannella Enumerates The Importance of Financial Planning After One Passes

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 Read More +

Phillip Cannella Media: Phil Cannella’s Tips on Reducing Retirement Risk

Phil Cannella – Phillip Cannella Media: Phil Cannella considers himself a financial lifesaver, primarily because he teaches people what no one else is teaching. Part of those teachings include helping American retirees understand the risks their nest egg is under and how to safeguard against those risks.   The best part about what Phil Cannella teaches is that with just a couple quick changes to your portfolio, you can move it out of risk and into a safe, age-appropriate, tax-free position, effectively reducing the risk of losing Read More +

Phillip Cannella News: Phil Cannella’s 13 Tough Questions You Should Ask Your Financial Advisor

Phil Cannella – Phillip Cannella News: Phil Cannella has said it many times, “retirement planning is an elite field that requires extensive training beyond the ‘one size fits all’ strategies that most ‘financial general practitioners’ use. To keep up with age-favorable IRS and IRA laws, as well as age-appropriate financial vehicles, a career-long financial and time commitment to continuing education is necessary.   Only specialists will know the advantages of utilizing the specially designed financial products that are available to you in retirement.   To determine if Read More +

Phillip Cannella Blog: Why Phil Cannella Urges Retirees to Stay Away from General Financial Advisors

Phil Cannella – Phillip Cannella Blog: Phil Cannella is on a mission to help American retirees live the dream of retiring comfortably and securely. It has been a life mission of his since he watched devastation take place when his grandpop lost his nest egg. Unfortunately, the majority of American retirees are being advised incorrectly when it comes to the safety of their nest egg, and it’s costing them the money they need to survive.   As Phil Cannella points out, most advisors in our nation are Read More +

Phillip Cannella Blog: Phil Cannella Secures Your Nest Egg

Phil Cannella – Phillip Cannella Blog: Phil Cannella makes a point that none of us want to lose what we have worked hard all our life to gain. We all want to win and none of us want to lose with our gambling, whether this is in a Las Vegas Casino or on Wall Street stocks. We cheer as the markets rise, we cry as they fall.   Yet to the common investor, to the person who is in their retirement, Phil Cannella asks if they should Read More +

Phillip Cannella Media: Phil Cannella, A Forty Year Career As a Professional

Phil Cannella – Phillip Cannella Media: Phil Cannella’s drive to be a professional can be seen in the way he has helped so many American families live a more stable and secure life. Too often Phil Cannella witnessed the unsuspecting being taken advantage of, and too often he witnessed Wall Street fleecing the everyday investor. These moments in Phil Cannella’s life brought him to the threshold of doing something about the matters at hand in an attempt to provide succor to the American retiree.   Recognizing Read More +

Phillip Cannella News: Phil Cannella’s Drive to Affect Industry Change

Phil Cannella – Phillip Cannella News: Phil Cannella is quite passionate about what he believes in and this is a true hallmark of someone who knows what he is doing and has a desire to make a difference in the world. Phil Cannella, from a very early age, recognized some deficiencies in the world of business and sought to do something about it.   For Phil Cannella, this all began at an early age when his grandpa ended up in the need of nursing home care. What Read More +

Phillip Cannella News: Phil Cannella Brings Solutions With His Financial Strategies

Phil Cannella – Phillip Cannella News: Phil Cannella helps seniors not by offering one or two financial products to a retiree, but providing an education and a system that takes them from where they are now to a new perspective with regard to their finances.   Phil Cannella explains what he does, “I will introduce and explain the safe, proven and specialized financial instruments and strategies that can profoundly safeguard the asset positions of retirees. Although proven effective, these tactics stillremain virtually unknown to many financial advisors, Read More +

Phillip Cannella News: Phil Cannella Shows You How to Escape Unnecessary Taxation

Phil Cannella – Phillip Cannella News: Phil Cannella Phil Cannella knows how to help you reduce your taxes in a legal way! While many can help you reduce your taxes by using methods that may not pass an IRS audit, Phil Cannella can do quite the opposite. His methods are right in keeping with IRS laws and regulations. This is what makes Phil Cannella such a popular public speaker. He has these golden nuggets of valuable information that he provides to his audience to help them Read More +

Phillip Cannella Media: Phil Cannella Shows You How to Escape Unnecessary Taxation

Phil Cannella – Phillip Cannella Media: Phil Cannella Phil Cannella knows how to help you reduce your taxes in a legal way! While many can help you reduce your taxes by using methods that may not pass an IRS audit, Phil Cannella can do quite the opposite. His methods are right in keeping with IRS laws and regulations. This is what makes Phil Cannella such a popular public speaker. He has these golden nuggets of valuable information that he provides to his audience to help them Read More +

Phillip Cannella Blog: Phil Cannella Won’t Let the Forces of Nature Get in His Way

Phil Cannella – Phillip Cannella Blog: Phil Cannella  The company Phil Cannella founded, First Senior Financial Group, is located in the heart of the north-east, in King of Prussia, Pennsylvania. If you’ve been following the weather recently, this is one of the worst winters that has hit the region in decades. Phil Cannella doesn’t let the elements stop him, the show must go on even if the snow must go on. For the show to go on, it means that educational events continue to be held. Read More +

Phillip Cannella News: Phil Cannella Urges You to Crash Proof™ Your Retirement

Phil Cannella – Phillip Cannella News: Phil Cannella quite astutely points out, “There’s no lack of articles written about reaching retirement, enjoying retirement and what to do in retirement. But when’s the last time you read about Crash Proofing your retired years?” Phil Cannella is no stranger to helping people in their retired years, it’s what he does day in and day out. Every single week, Phil Cannella conducts an educational event to provide people in their retired years as well as those approaching retirement with tools, Read More +

Phillip Cannella Media: Phil Cannella Poses Questions to Answer Before and During Retirement

Phil Cannella – Phillip Cannella Media: Phil Cannella takes a step back to take a good hard look at your retirement so as to effectively plan for it. There is no cookie cutter approach to dealing with your retirement, no two cases, no two individuals are exactly alike. Phil Cannella observes that each and everyone of us and our individual needs are different and must be assessed independently. Phil Cannella points out that, “you have worked long and hard; you are at the summit of your financial Read More +

Phillip Cannella Blog: Phil Cannella’s Passion

Phil Cannella – Phillip Cannella Blog: Phil Cannella’s profound drive to help American retirees and protect them against the need for care as they age is deeply rooted in circumstances that molded his early years. Phil Cannella’s grandpa, months after retiring, was suddenly in need of nursing home care. The mounting bills were too much for the family and soon Phil Cannella’s dad was holding down 3 jobs and Phil Cannella himself also had to fend for the family. As Phil Cannella says, “At that moment, unbeknownst Read More +

Phillip Cannella Media: Phil Cannella on the Loss of His Grandfather

Phil Cannella – Phillip Cannella Media: Phil Cannella has had a very colorful life indeed. One particular circumstance in his early days shaped him perhaps more than any other; the loss of his grandfather. In Phil Cannella’s own words, “with the loss of my grandfather, and being two years behind in college, I was feeling somewhat washed-up and depressed. I wondered, ‘Where do I go from here?’ But even more so I was dismayed by my findings at the state capital. Disheartened and feeling dispirited, I asked Read More +

Phillip Cannella Blog: Phil Cannella Learns of The Vast Number of Families Needing Care

Phil Cannella – Phillip Cannella Blog: Phil Cannella  looked exhaustively into the situation affecting so many American families where one or another needed some nursing home care or assisted living care. In fact, what Phil Cannella discovered is that every single year, approximately one million seniors who worked a lifetime become impoverished due to poor planning or no planning at all during the retirement phase of their life. Recognizing this appalling statistic, Phil Cannella was determined to do something about it and so he did. Starting in Read More +

Phillip Cannella News: Phil Cannella Goes to the State Capital

Phil Cannella – Phillip Cannella News: Phil Cannella, in his search for answers to the dilemma he witnessed with his own family when his grandfather needed nursing home care, went out looking for answers and in his quest for answers went to the state capital to see what could be done to help people, other people, other families who are in the same boat. As Phil Cannella put it, “Feeling empowered by my frustration, I began to examine just how widespread this lack of planning was Read More +

Phil Cannella News: Phil Cannella Doesn’t Believe in Closing a Deal

Phil Cannella – Phillip Cannella News: Phil Cannella has made a career of educating consumers on how they can best achieve a safe retirement. After decades of learning how to best help consumers reach their goal, Phil Cannella has created a golden rule that he feels should be applied to anyone in the services industry; no deal should ever be closed. The very nature of the phrase, “close the deal,” implies that the relationship between the consumer and the servicer is finished. As an advocate for Read More +

Phil Cannella Media: Phil Cannella Discusses The Retirement Phase

Phil Cannella – Phillip Cannella Media: Phil Cannella has managed to categorize financial life into two very distinct phases, the accumulation phase and the retirement phase. At first this dissection seems obvious; however a majority of consumers don’t act accordingly when transitioning phases. When you are working a lifetime and saving money for retirement so that you can relax after years of hard work, this is your accumulation phase. Phil Cannella emphasizes that this is the phase in which consumers can experiment with risk investments like Read More +

Phil Cannella Blog: Phil Cannella Continues Education

Phil Cannella – Phillip Cannella Blog: Phil Cannella is no stranger to the expression, “practice what you preach,” which is why Phil Cannella is also no stranger to getting educated. Phil Cannella attends ongoing training sessions on the ever-changing laws surrounding Individual Retirement Accounts and other keystones to retirement finances. Part of his dedication to attending these classes is so he can grow his personal knowledge and expand his expertise. However, the leading factor to Phil Cannella’s desire to get educated is so that he can Read More +

Phil Cannella – Phillip Cannella in the News: Phil Cannella Brings a Sword to a Gunfight

Phil Cannella – Phillip Cannella News: Phil Cannella has stood against Wall Street for most of his career, bringing attention to the flaws, greed and corruption that have become the building blocks of what Wall Street has become. As with any worthy cause, Phil Cannella has been met with much resistance from Wall Street. Although Phil Cannella’s resources are dwarfed by that of Wall Street’s, his message has proven strong. While Wall Street may have a monopoly on mainstream media outlets like CNBC, they do not Read More +

Phil Cannella – Phillip Cannella in the News: Phil Cannella and the Sword of Truth

Phil Cannella – Phillip Cannella News: Phil Cannella has always used analogies and metaphors as a tool of educating consumers on the complex world of retirement finances. Phil Cannella’s unrivaled ability to apply relatable concepts to the difficult process of learning finances has made him one of the nation’s leading educators on all things retirement. One of Phil Cannella’s most notable creations is his metaphoric Sword of Truth. Phil Cannella recognized that our culture views a sword as more than an obsolete weapon from long ago, Read More +

Phil Cannella – Phillip Cannella in the News: Phil Cannella Incorporates Interviews Into Event

Phil Cannella – Phillip Cannella News: For the year 2014, Phil Cannella has decided to not only speak about the Phil Cannella Crash Proof™ vehicles from his own experience, but to introduce the perspectives of third parties through exclusive interviews. Every week at Crash Proof Retirement™ Educational Events, Phil Cannella ties together a network of interviews with high ranking officials that illuminates the nature of the traditional market and the current concerns of American retirees. This regularity helps Phil Cannella to refine the presentation to an Read More +

Phil Cannella – Phillip Cannella in the News: Phil Cannella On the Importance of Roth IRAs

Phil Cannella – Phillip Cannella News: Every week, Phil Cannella extols the virtues of Roth IRAs at his Crash Proof Retirement™ Educational Events. Phil Cannella notes that their value hinges on impending tax rate changes that may substantially upend retirees’ accounts in the future.  If retirees don’t act now, he warns, the government could choose to become a ‘senior partner’ in their IRA accounts by increasing taxes at a moment’s notice. Phil Cannella wants you to know – this is completely avoidable. With a Roth conversion, Read More +

Phil Cannella – “Its All About that Truth & Logic”

Phil Cannella – Phillip Cannella News Phil Cannella bases everything, Phil Cannella bases everything Phil Cannella does off of two core principles – Truth and Logic. The reason these principles are so central to his life is because of a saying from Einstein Phillip J Cannella III once heard. The idea boils down to this – Truth and Logic will revolutionize any deceptive industry. This is because, as Phillip J Cannella III sees it, these values are like a shining light that guides others through the Read More +

Phil Cannella On the Importance of A Salaried Design Team

Phil Cannella – Phillip Cannella News Phil Cannella proudly acknowledges, Phil Cannella proudly acknowledges the accountability of his Phil Cannella Crash Proof™ system every week at his presentations – he has put into place a Design team which is accountable to the retiree’s interests first and foremost, instead of their own pockets. Phillip J Cannella III has done this by putting in place a salary for the team, instead of basing earnings on the fees typical in traditional Wall St. vehicles. This changes the incentive, by encouraging Read More +