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Financial Matters Checkout our website, brianphillipsfm.com Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

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Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Chec...
10/17/2026

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Check out the major provisions of the law.

A timeline covering a few of the major provisions of the SECURE Act 2.0.

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could re...
10/16/2026

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could reduce what you pay over time.

Compare your current student loan terms to a potential refinance to see if it makes sense.

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.
10/15/2026

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

When it comes to investing, you may be your own worst enemy.
10/14/2026

When it comes to investing, you may be your own worst enemy.

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
10/13/2026

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
10/12/2026

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
10/11/2026

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?

Building wealth requires protection from the forces of wealth destruction.

When Should You Claim Social Security? Let's Map Your Strategy
10/10/2026

When Should You Claim Social Security? Let's Map Your Strategy

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

Benefit. Premium. Policyholder. Learn the language before evaluating your options.
10/09/2026

Benefit. Premium. Policyholder. Learn the language before evaluating your options.

Term insurance is the simplest form of life insurance. Here's how it works.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

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