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Patrick Phippen
Jul 30, 2024
5 min read
Personal Finance
Hiring a Financial Advisor
Patrick Phippen
Jul 2, 2024
12 min read
Estate Planning
Navigating a Sudden Death
Patrick Phippen
Oct 31, 2023
7 min read
Health
Medicaid Planning for Asset Protection
Patrick Phippen
Oct 31, 2023
7 min read
Estate Planning
Options When You Inherit an IRA From Your Spouse
Patrick Phippen
Oct 31, 2023
7 min read
Estate Planning
Options When You Inherit an IRA From a Non-Spouse
Xa Hopkins & Patrick Phippen
Jul 25, 2023
5 min read
Life Insurance
When to Cancel Your Life Insurance
Patrick Phippen
Jul 18, 2023
7 min read
Estate Planning
Do You Need a Trust? A Will Might Not Be Enough
Patrick Phippen
Jun 20, 2023
5 min read
Estate Planning
Protect Your Loved Ones: The When-I-Die Checklist
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