Phillip R. Whitehead, President of Whitehead Financial Group, LLC

12/09/2025

Make Your Smartest Year-End Financial Moves
Big tax changes are coming — are you prepared? Join New York Life and industry expert Greg Holmgren, for a focused live seminar on the key decisions to consider before December 31.

He’ll break down gifting strategies, RMD timing, and how upcoming tax rules could impact your short- and long-term plans. Walk away with clear, practical tips you can use right away.

Date: December 11, 2025
Time: 3 p.m. EST | 2 p.m. CST | 1 p.m. MST | 12 p.m. PST | 11 a.m. AKST | 10 a.m. HST
RSVP: Register now: https://bit.ly/4pRAOv0
Registration Code: 1917

Reserve your spot today and finish the year with confidence.

12/18/2024

If you’re not sure which policy to choose, we can work together to determine which product meets your unique needs. Contact me today.

New York Life helps you learn the differences between term and permanent life insurance and compare their unique benefits to find the one right for you.

12/11/2024

When you work with a New York Life agent, you receive personal guidance and support to keep you and your business on track. Want to learn more? Click below.

What can a New York Life agent do for your small business? Find out what type of solutions are offered to help protect your business.

12/04/2024

Traditional insurance can be a great way to protect your loved ones, but when it comes to building cash value, maybe it’s time for a new approach? Learn how our accumulation-focused life insurance solutions are designed to help you build more tax-advantaged wealth sooner.

Grow your wealth while investing in your future with Accumulation Life Insurance from New York Life. Secure Wealth Plus and Market Wealth can do just that.

11/20/2024

Are you having trouble saving for retirement? A recent survey found that adults who had a financial strategy in place are more likely to say that they’ve started setting money aside than those without (58% vs. 18%, respectively).
Discover more interesting findings in the most recent Wealth Watch Survey from New York Life.

New York Life’s latest Wealth Watch survey finds financial resiliency among American adults, even in the face of high interest rates and rising credit card debt.

10/16/2024

Mastering Family Business Dynamics
Succession planning for family owned enterprises is not just a business necessity; it's a commitment to preserving family harmony and ensuring the longevity of the business. Addressing the complexities of family dynamics and making informed, transparent decisions can help family business owners minimize future conflict both in the boardroom and in the family room. This article, by estate planning attorney Patricia Annino, provides basic principles and best practices for mastering family business dynamics. https://bit.ly/406CmYs

10/03/2024

Tyson Vines’ story shows the different outcomes his family faced with and without life insurance over the past two generations.
Tyson Vines’ family experienced two very different stories over the course of his childhood – one ended in auction, the other in action. Watch Tyson’s story to see how his father changed their family legacy from one of loss to one of love. https://bit.ly/2CMU621 (2:51)

09/18/2024

An AARP survey found one in five Americans aged 50+ have nothing saved for retirement, while more than half (61%) worry they won’t have enough money to support them in their golden years. Financial experts recommend their clients start setting aside money as early as possible.

How to define your biggest priorities.

09/12/2024

IRS issues new guidance for inherited IRAs, digital advertising taxes, wealth taxes, industry updates and more. Planning ahead can help with the unexpected.

Our latest edition of Tax Breaks. Plus: IRS issues new guidance for inherited IRAs, saying no to bad tax advice, digital advertising taxes, wealth taxes and more.

09/02/2024

Worried about your retirement? You're not alone. Only 33% of retirees feel confident that they have enough money to last through retirement. Let's change that statistic together. Reach out to learn how my tailored retirement strategies can help you feel more secure about your financial future.

03/18/2024

You've worked hard to build a comfortable retirement. Be sure to safeguard that investment! Join us for this live event and learn how to help protect your retirement funds from taxes. Register now at: https://bit.ly/4acRzc6