Kevin Phillips, CFP®

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Kevin Phillips, CFP®

Kevin Phillips, CFP®

@kevjphil

Financial Advisor & Member Owner CERTIFIED FINANCIAL PLANNER™ Professional #FeeOnly #Fiduciary

Naperville, IL Katılım Temmuz 2011
371 Takip Edilen153 Takipçiler
Kevin Phillips, CFP®
Kevin Phillips, CFP®@kevjphil·
If you've been following the Fed this year, it's been like a rollercoaster with interest rates rising four times. We might be in a pause before the drop, but these breaks are crucial for evaluating monetary policy. ow.ly/qzk0104V6Sh
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Kevin Phillips, CFP®
Kevin Phillips, CFP®@kevjphil·
Effectively navigating volatile situations and markets requires a list of clear, succinct, non-negotiable directives. We created this guide to serve as a compass to help point you in the right direction when your emotions run strong. ow.ly/4Ibm103Y0J2
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Kevin Phillips, CFP®
Kevin Phillips, CFP®@kevjphil·
Just as your financial plan requires regular updates, so does your estate plan. Regular reviews work much like health checkups: They can ensure your plan is working and that you’re catching any potential problems early. ow.ly/poI4103Nt25
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Kevin Phillips, CFP®
Kevin Phillips, CFP®@kevjphil·
It’s hard to believe that 2022 is half over! If you made any financial resolutions this year, now is a great time to revisit them and evaluate your progress. It’s also a great time to review your financial plan, make adjustments, and update your records. ow.ly/x1zl103Nt1K
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Kevin Phillips, CFP®
Kevin Phillips, CFP®@kevjphil·
If you’re feeling less than confident about your financial wellbeing during these uncertain times, it could be time to get a financial “second opinion.” ow.ly/S03G103NsXo
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Kevin Phillips, CFP®
Kevin Phillips, CFP®@kevjphil·
Tax Deductions, Credits, and Strategies -- Sometimes saving on your taxes is just a matter of knowing that a specific deduction or credit exists. This article explores the various deductions and tax credits you may be eligible to take. #tax #taxtips ow.ly/iR57103k1bZ
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Kevin Phillips, CFP®
Kevin Phillips, CFP®@kevjphil·
AdvisoryHQ Names Savant Wealth Management to List of Top Chicago Advisors - Savant has been named one of the “Top 12 Financial Advisors and Wealth Management Firms” in Chicago for 2020-2021 by AdvisoryHQ. ow.ly/cYR51030XW5
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Kevin Phillips, CFP®
Kevin Phillips, CFP®@kevjphil·
What's Keeping You from Retiring? --- After a hard day at the office, the prospect of retiring to a life of leisure may seem attractive. But if you're not ready to step away from the job, you might want to explore your desires, fears, and abilities. ow.ly/Q7Aa1030XVY
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Kevin Phillips, CFP®
Kevin Phillips, CFP®@kevjphil·
Unhappy in Retirement? 3 Things to Consider Before Returning to Working Life What happens when retirement isn’t all it was cracked up to be? It might mean returning to work, which may seem logical if you find yourself unfulfilled. ow.ly/bRpA102YvYL
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Kevin Phillips, CFP®
Kevin Phillips, CFP®@kevjphil·
In casual conversations, “we need a market correction” has become commonplace. The S&P 500 has doubled since the lows in March of last year. We achieved 55 new all-time highs this year; the previous record of 77 new all-time highs in 1995 is within reach. ow.ly/q80G102YvYu
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Kevin Phillips, CFP®
Kevin Phillips, CFP®@kevjphil·
Approaching Zero Taxes White Paper -- Learn more about an approach to investing known as “tax-efficient investing” in our recently updated 3rd edition Approaching Zero Taxes white paper. ow.ly/uqxM102XkjY
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Kevin Phillips, CFP®
Kevin Phillips, CFP®@kevjphil·
The concept of retirement – as we know it – has been around for more than a century with a premise of saving for “old age.” Savant's retirement research paints a different picture of today's retiree. ow.ly/wUmu102XkjT
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Kevin Phillips, CFP®
Kevin Phillips, CFP®@kevjphil·
Live Webinar - Tax Strategies for the Proposed Build Back Better Act -- October 13 -- The long-awaited change in tax laws is starting to take shape. Within the latest version of the Build Back Better Act, there were a few tax surprises worth noting. ow.ly/5HaI102Xkjg
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Kevin Phillips, CFP®
Kevin Phillips, CFP®@kevjphil·
If you have a second home or are thinking about purchasing one, you may want to think about how the proposed American Families Plan may affect how it is taxed. Financial advisor Jeff Lewis takes a closer look. ow.ly/gGu8102OeP5
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Kevin Phillips, CFP®
Kevin Phillips, CFP®@kevjphil·
Suddenly Single [On-Demand Webinar] -- Through divorce or widowhood, almost 90% of women end up managing their finances alone. In this educational webinar, you'll find several tips to help you face the future with confidence. ow.ly/IZmc102OeOH
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Kevin Phillips, CFP®
Kevin Phillips, CFP®@kevjphil·
Savant Wealth Management to Acquire Michigan-Based AMDG Financial and AMDG Business Advisory Services ---- Transaction Marks Savant’s Entry into the Michigan Market; Furthers Commitment to a Culture of Excellence ow.ly/SYVW102OeOj
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