Money | Phillips Financial

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

Saving for College 101

Here's a crash course on saving for college.

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Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Strategies for Managing Student Loan Debt

Five strategies for managing your student debt.

The Big Pause

This handy interactive explains which essential government services are affected by a shutdown.

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Understanding Money Market Funds

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

What Will You Do With Your Bonus or Windfall?

This article examines one's options when receiving a work bonus or other financial windfalls.

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Saving for College 101

Here's a crash course on saving for college.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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Articles

Strategies for Managing Student Loan Debt

Five strategies for managing your student debt.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

The Big Pause

This handy interactive explains which essential government services are affected by a shutdown.

Managing Money as a Couple

Keys to preparing to grow wealthy together.

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.

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Videos

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Saving for College 101

Here's a crash course on saving for college.

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

View all videos