Phillips Wealth Management LLC

02/22/2019

Secrets of the Temple: How the Federal Reserve works.

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

02/20/2019

A can help care for a special needs child, even after you’re gone.

A special needs trust helps care for a special needs child when you’re gone.

02/18/2019

Building a personal may be the highest order of altruism. It can begin with four simple steps.

A four-step framework for building a personal legacy.

02/15/2019

What does it actually cost to raise a child? You might be surprised.

The true cost of raising a child may be far more than you expect.

02/13/2019

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

02/11/2019

Thinking of borrowing from your 401(k)? Some considerations.

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

02/08/2019

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

02/06/2019

Protecting you or your company from a civil claim may require an coverage you have never heard of.

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

02/04/2019

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

02/01/2019

Working in Retirement: New trend or same old story?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

01/30/2019

A retiree’s should reflect the lifestyle choices he or she makes in . Does yours?

Lifestyle considerations in creating your retirement portfolio.

01/28/2019

Women are great at multi-tasking. Retirement planning may be another thing entirely.

Women must be ready to spend, on average, more years in retirement than men.