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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.

Alpha, Beta, and Now…Gamma

12 Estate Planning Must-Dos

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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a SEC-Registered Investment Advisor doing business as Phillips Financial Strategies.

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  • Phillips Financial Strategies
  • About Us
    • Meet The Team
    • Advisors Opportunities
  • Services
    • Financial Planning
    • Investment Advisory Services
    • Insurance Services
    • Group Benefits
  • Clients
    • Account Login
    • Monthly Firm Call
  • Resources
    • Important Documents
    • FAQ
    • News & Articles
  • Contact Us