(38:45 mins.) Join Phil Fish, CFP® and Paul Orsinger as they discuss ways daily money managers’ help clients navigate the complexities of life and work through transitions such as retirement or the illness of a loved one.
Join Phil Fish, CFP® and Drs. Donna and David Gage with BMC Associates as they discuss the various challenges of having a business partnership with two or more owners.
(38 mins). In this Professional Discussion Philip Fish, CFP® and Estate Planning Specialist with Sandy Spring Trust interviews Tracy Skalitzky and Tarik Marshall with Oasis Senior Advisors.
Philip Fish, CFP® and Victoria Kelly, Estate Planning attorney, as they discuss the many negative events that can occur if an individual does not establish a strong estate plan.
Join Phil Fish, CFP® and Morris Klein, Esq. as they uncover many of the myths and truths surrounding Medicaid’s ability to cover long-term care expenses.
Phil Fish, CFP® and Estate Planning Specialist with Sandy Spring Trust and David De Jong, Esq. CPA as they discuss a number of important tax issues that affect seniors.
Phil Fish, CFP® and Estate Planning Specialist with Sandy Spring Trust shares his over thirty years of experience as he provides a broad overview of important issues to consider in your financial and estate plans.
Philip Fish, CFP® and Estate Planning Specialist with Sandy Spring Trust outlines the different ways Sandy Spring Trust assists our clients with their estate and financial plans.
