If you're building wealth and growing your income, there comes a point in time where you realize it no longer makes sense to be your own tax adviser.  

That time is different for everyone.  Alison Reiff-Martin, CPA and Phillip Washington, Jr. discuss when they feel they right time is for a wealth-builder to hire a tax professional.  

Powered by ReiffMartin CPA and Stone Hill Wealth Management

If you have ever went through the process of getting a mortgage then you are probably familiar with the term CD.  The first time I went the process of getting a mortgage it took me (Phillip) a couple times of hearing it to get the courage to ask, what does that mean and what the purpose of that document? 

On this episode Jason Grimes and I discuss the ins and outs of the closing disclosure and its importance.  

Powered by On Time Lending and Stone Hill Wealth Management

Buying a home can be overwhelming.  However, buying the home is the easy part when compared to maintaining a home. There are so many things and costs you have to keep up with.  

Robert Lewis and Phillip Washington, Jr. discuss how buying a home warranty helps make the home maintenance process a whole lot more simple.  

Powered by Ink Realty and Stone Hill Wealth Management

Children of aging parents are more and more shouldering their parents financial burden as medical bills and other unforeseen expenses their parents can't afford are getting more and more expensive.  

Every mentally healthy child wants their parents to live a great quality of life in their later years and feel compelled to help their parents.  

Jon Thurmond and Phillip Washington, Jr. discuss how life insurance helps refill the financial bucket for the children who gladly shoulder that burden for their parents who sacrificed so much to allow them to be in position to be a blessing for their parents.  

Powered by Axis Financial and Stone Hill Wealth Management

You can acquire all the investing knowledge on the planet and still never build any real wealth without the proper mindset that must be present in order to create and manage long term wealth.

This is the first episode in a series of episodes around what's required to create the "Wealth-Building Mindset".

Powered by Stone Hill Wealth Management

If you are a golfer (or ever been golfing with golfers), then you know that drinking alcohol and driving a golf cart go together like hamburgers and french fries. 

What you may not know is, you might not be covered under your auto insurance policy when driving that rented (or owned) golf cart.

Susan Gibb and Phillip Washington, Jr. discuss this in detail on this episode.

Powered by Gibb Insurance Agency and Stone Hill Wealth Management

Once you get to retirement, there's not much you can do lower your taxes.  You have to approach this problem with foresight and plan in advance.  Alison Reiff-Martin, CPA and Phillip Washington, Jr. discuss 4 planning ideas you can begin implementing now to put you in a potentially lower tax bracket in retirement.  

Powered by ReiffMartin CPA and Stone Hill Wealth Management

Phillip Washington,Jr. and Jason Grimes discuss what factors have the most weight on your credit score and on the factors that determine if you can borrow money and at what rate?

Powered by On Time Lending and Stone Hill Wealth Management

Robert Lewis, Jr. (Ink Realty) gives his opinion on this question on the episode today.

Powered by Ink Realty and Stone Hill Wealth Management

One of the big threats of the affluent (and emerging affluent) is losing a big chunk of their assets in a lawsuit or if they have to file bankruptcy. 

Many know about the protection that insurance, corporations, and retirement accounts provide them in protecting a portion of their assets from these threats...very few know that life insurance can also be another asset protection tool. 

Jon Thurmond and Phillip Washington, Jr. discuss that topic on today's episode.

Powered by Axis Financial and Stone Hill Wealth Management