Financial Planning Blog from Phillips Financial | Phillips Wealth Planners - Part 17

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Lauren Black Named to Inaugural Forbes List of America’s Top Next-Generation Wealth Advisors

Lauren Black, CERTIFIED FINANCIAL PLANNER™ at Phillips Financial and financial advisor with Raymond James Financial Services, was recently named to the inaugural Forbes list of “America’s Top Next-Generation Wealth Advisors.” The list, which recognizes advisors from national, regional and independent firms, was released online July 25, 2017. “It’s a tremendous honor to be recognized as […]

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Supersize Me: Here’s a Way to Help Fatten Up Your Retirement Savings

Wouldn’t it be something if you could plump up your retirement savings as easily as you can put on a few pounds eating fast food? Here’s one way to help do it: Open a health savings account (HSA). It offers a triple tax advantage and you can contribute the maximum every year.1

Here’s the catch: Not everyone can do this.