When to Rebalance your 401(k) or Investment Account
In the wake of the nations fascination and craze with Gamestops rise and fall I thought it would be a good time to re-visit a core pillar...
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Ryan Phillips
- Dec 1, 2020
- 1 min
Free Financial Planning Software: Items to Consider
I was recently featured in an article in Investment News discussing my thoughts on some of the free financial planning software that has...
Ryan Phillips
- Sep 3, 2020
- 2 min
How to Merge Finances
There are many benefits of working to merge your finances in a relationship and it is much more than the convenience of not keeping track...
Ryan Phillips
- Sep 3, 2020
- 2 min
Using Virginia 529 Plans for Private School Tuition
For many parents, investing in your children and their education is the best money you can spend. In the era of Covid-19 this may be...
Ryan Phillips
- Aug 1, 2020
- 2 min
I Can Get 0% Interest - Should I Buy A New Car?
Chances are you have probably seen at least one a car commercial today before reading this. So I probably do not need to tell you that...
Ryan Phillips
- Jul 31, 2020
- 2 min
Retirement Savings Checkpoints
How much should you have saved for retirement? This is a question many families ask themselves today. For many households the amount you...
Ryan Phillips
- Jul 1, 2020
- 2 min
Emergency Funds - How Much is Right for You
Like many people, you may be wondering what is an emergency fund and how much should you have in it. This is a great question to ask, and...
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