Nathan, Author at Phillips Financial Strategies

What to Know About the Federal Thrift Savings Plan TSP G Fund | Morningstar

Be mindful of the opportunity costs of this conservative investing option.

These Bad Habits Hold Investors Back From Peak Performance | Morningstar

Investors will be better served focusing on what they can control.

Protecting Your Financial Information Online

Jamila Souffrant: ‘What Type of Life Do You Actually Want to Live?’ | Morningstar

What to understand before you craft your life and financial goals.

Do you Need More Than 3 Buckets? | Morningstar

Determining how many retirement buckets are enough.

Phillips Financial Strategies provides comprehensive and personal service to neighbors on Capitol Hill and well beyond the Washington DC metro region. Every day we work to create financial stability and security for each of our clients. Our philosophy is built on helping clients achieve their goals.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Investment Advisory Services and Financial Planning Services offered by William Phillips are performed through Phillips Financial Strategies, a Registered Investment Advisor in DC, LA, MD, TX and VA. William Phillips also holds insurance licenses in DC, MD, LA, VA, PA, FL, NY and NC.

Securities offered through Cambridge Investment Research, Inc, member FINRA/SIPC, by William A. Phillips, who is licensed as a Registered Representative with Cambridge Investment Research, Inc, to sell securities in: CA, CO, CT, DC, DE, FL, LA, MA, MD, ME, NC, NJ, NY, OH, PA, TX, VA, VT.

Phillips Financial Strategies and Cambridge are not affiliated.

Research William Phillips’ background and experience at http://www.finra.org/brokercheck

Author: Nathan