Meg Phillips Northwestern Mutual

01/26/2024

Weather Good Weather or a Squall

01/18/2024

01/02/2024

Please join us the last Monday of the month for an open Zoom Meeting

01/30/2023

Lunch with Fred Belchikoff…the years have nothing on him …he gets better and better with time…such a nice time!!

03/20/2020

Please reach out if you’d like to discuss your financial plan.

The economic effects of the coronavirus are likely to affect your financial health. Here are 6 tips to weather financial uncertainty.

03/20/2020

Hi Friends, How are you doing out there? During these uncertain times it can feel more certain when you have a plan. I think one reason that holds people back from getting a Financial Plan/Planner and the guidance they need, is money and fear itself. While there are fee based planner out there, I'm not one of them. I've opened up evening and weekend appointments to talk with you. So whether you'd like to firm up your plan, start a plan, or just need a financial therapist, so to speak, I'm here for you. We're all in this together and reviewing the financial basics, checking the box, will help reduce anxiety. Please DM, email me @ [email protected] or call my office @ 215-399-9950
Stay Well!

11/14/2018

This woman’s story is a great example of why you don’t have to wait for retirement to .

This workaholic decided to focus less on work and more on her personal goals

11/13/2018

Let’s talk about how you can do all the things you’re dreaming about.

Delynn Alexander and Reena Bland are best friends and business partners. Here’s the top mistake they see Americans making with money.

11/12/2018

Good advice if you’re trying to boost your savings.

"No one is hard-wired to save money.”