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2021 Child Tax Credit - Still Time to Plan
Starting in mid-July, families across the US with children aged 17 and younger, began receiving monthly payments from an enhanced Child...

Ryan Phillips
Jul 31, 20213 min read


Top Questions to Ask a Financial Advisor
I was recently quoted in UpJourney discussing top questions to ask a financial advisor before hiring them. The article tabulated...

Ryan Phillips
May 3, 20212 min read


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...

Ryan Phillips
Feb 1, 20212 min read


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
Dec 1, 20201 min read


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, 20202 min read


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
Sep 3, 20202 min read


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
Aug 1, 20202 min read


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 31, 20202 min read


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...

Ryan Phillips
Jul 1, 20202 min read
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