Phillips Financial Strategies

12/22/2025

Investment advisory and financial planning services offered through Summit Financial, LLC., (“Summit”) a SEC-Registered Investment Adviser, doing business as Phillips Financial Strategies. Securities offered through Purshe Kaplan Sterling Investments, (“PKS”), Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207 (“PKS”). PKS is not affiliated with Summit nor Phillips Financial Strategies. Opinions and comments expressed do not necessarily represent the views of Summit. Neither the author nor Summit are affiliated with Facebook, Inc. By clicking on any non-Summit link, you will enter a privately-owned web site created, operated and maintained by a third-party. We have not verified the information and opinions found in third-party material, nor do we make any representations as to their accuracy or completeness. Neither Summit nor its affiliates endorse third-party products and services or their privacy and security policies, which may differ from ours. None of the statements on this page are intended to recommend any security, service, or product or to provide investment, tax, or any other advice.

08/21/2025

Spending time thinking about your business is important. Here is a useful thought exercise… How do you think about your business? Are you preparing for the future?

11/03/2024

Art and ice cream. An excellent Sunday adventure to explore exhibits at the Smithsonian. Energy, Money, and Time are commodities you can only spend once.

10/12/2024

Have a gorgeous Saturday. The air is crisp and the sun is shining. Now is the time to do what you love. We never know what will come tomorrow…

10/12/2022

Thank you to everyone that has already cast their votes in this year's Best of DC contest for Best Money Management services.

There are only a few days left before the poll closes on October 16, so be sure to vote ASAP. Click the link below to go directly to the voting page. https://bestof2022.washingtoncitypaper.com/goods-and-services/best-money-management-services

09/23/2022

As dawn arises as racers begin to enter the finish area at the 2022 Cambridge Ignite fun run.

06/10/2022

Started Friday off on the right foot after my workout by stopping by a local blood drive. Time to get cleaned up and get to work

04/28/2022

If you invested $10,000 in the S&P 500 at the start of 2002, you would have more than $61,000 at the end of 2021 if you held all your investments, versus just $28,260 if you missed the market’s 10 best days, CNBC reported.

The "Money Court" judge says people should avoid keeping the bulk of their money in accounts where it will lose value over time.

03/21/2022

Compare your taxable investment to a tax-deferred one. The results may surprise you.

This calculator compares the net gain of a taxable investment versus a tax-favored one.

03/18/2022

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?