Don't procrastinate: pursue your financial goals by creating a long-term strategy.
PHILLIPSFINANCIALSTRATEGIES.COM
The Cost of Procrastination
Have you named an executor to your estate?
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And the Executor Is
You’re the conductor of your 401k, IRA and taxable savings.
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Orchestrating Your Retirement Accounts
The results are in, and the readers have spoken! This year, Phillips Financial Strategies won first place in the Washington City Paper’s Best of DC contest under the Reader’s Picks category of “Best Money Management”.
We could not be more grateful to all who voted and we are humbled by this honor. We appreciate the level of confidence in our firm. As always, we look forward to continuing to work with our neighbors throughout the DC community.
#bestofdc #financialplanning #financialplanner #localbusiness #winner #grateful
What should you look for in a personal finance app?
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What to Look for in Personal Finance Apps
When you choose to take Social Security might impact your retirement income. Find out how. #socialsecurity #retire
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Social Security: The $64,000 Question
There are hundreds of Exchange Traded Funds available. Should you invest in them? #ETFs
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Should You Invest in Exchange Traded Funds?
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
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Monthly Market Insights | October 2020
Performing your civic duty is part of being a responsible citizen. Don’t forget to vote. #vote2020 #dothework
The sooner you begin investing, the longer your money can work for you.
PHILLIPSFINANCIALSTRATEGIES.COM
The Cost of Procrastination
In the world of finance, the effects of the "confidence gap" can be especially apparent.
PHILLIPSFINANCIALSTRATEGIES.COM
Bridging the Confidence Gap
According to science, a cat’s purr can bring great stress relief. According to life with kittens, really enjoying scratches will bring a great laugh. We hope both these things help everyone get over the (extra large) #humpday hump today. Watch it on repeat. We won’t judge. #volumeup #totallysuitableforwork
Operation Git-Meow
17 hrs ·
We hope everyone enjoys this adorable and humorous little 18 second break from the stress. Little Gitmo was rescued by the Coast Guard a few months ago and we’ve been working with him on his social skills. Today he was not only initiating cuddling on the bed, but with one of the dogs there too! We’re very proud of how far he’s come!
A helpful guide on how to stay #safe and #healthy at the polls today. Get out and vote! #vote #vote2020 #dogs #dogsofinstagram #wearamask
Comment here for the #vote2020 burpee challenge. 👇🏻👍🏻
This week’s #mondayfunday is brought to you by one #fun and eventful (but safe) All Hallows’ Eve. Hope everyone had as great a weekend as we did! How was yours? Spooky? Cozy? Let us know! #monday #weekend #weekendvibes #saturday #sunday #fall #autumn #halloween #allhallowseve #scarecrow #skeleton #witch #blackcat #dog #dogsofinstagram
Some simple, inexpensive energy-saving tips that may help you save money.
PHILLIPSFINANCIALSTRATEGIES.COM
A Penny Saved is Two Pennies Earned
Just entering retirement? Here's what you need to know.
PHILLIPSFINANCIALSTRATEGIES.COM
9 Facts About Retirement
This week feels like posting our usual Friday Funny message would not be the right thing. Instead we’re giving you a nice vista. We’ll be back next week with all the smiles. Promise. #financialfreedom #investinyourself
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
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Monthly Market Insights | January 2021
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
PHILLIPSFINANCIALSTRATEGIES.COM
Critical Estate Documents
We are deeply saddened by the events of today within our fair city. All PFS staff are safe and working remotely during this difficult time. Thank you to everyone whom reached out. We want everyone to stay safe and keep a safe distance. We will keep those of you in harms way in our thoughts. Updates will follow. #capitolhilldc #easternmarketdc
Your ideal #retirement may differ from reality, but we can work together to better align the two.
PHILLIPSFINANCIALSTRATEGIES.COM
RE: Retirement
Over age 50? You may be able to catch-up on retirement.
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Catch-Up Contributions
With increasing wealth comes unique financial challenges.
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Investment Challenges of the Affluent Investor
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
PHILLIPSFINANCIALSTRATEGIES.COM
Monthly Market Insights | February 2021
One of the most basic tenets of smart investing is “pay yourself first.”
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Pay Yourself First
Yahoo! Finance examines the recent trading surge. How consequential might it be? More @
FINANCE.YAHOO.COM
Investors aren't convinced the GameStop drama is a big deal
Do you know the difference between a global mutual fund and an international mutual fund?
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Global and International Funds
Do you know how the SECURE Act will affect your retirement strategy? Watch now for a quick overview.
PHILLIPSFINANCIALSTRATEGIES.COM
Understanding the SECURE Act
