Financial Planning Advisors DC: How Do You Roll When You Leave A Job? 
When you leave a job and roll out the door, should your retirement plan roll with you? Read this and call William with your questions 202-550-4107. If you are in the DC area, ask him to buy you a cup of coffee!
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Ask A Financial Professional: How Much Will I Earn During My Career?
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Find A Financial Advisor: What Kind of Investor Are You?
When looking to find a financial advisor, consider the quality of advise and perspective on investment strategies. William A. Phillips, DC financial professional , offers this timely article to help you better understand your own investment patterns ...
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Retirement Income Planning Advisor DC: Ways To Save More
Retirement income planning starts with learning ways to save more money. And it doesn't stop there. Learn what makes the biggest difference and then call William A Phillips with your questions. In the Washington DC area? Ask him to buy you a cup of c...
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DC Financial Advisor: Using Living Benefits for Retirement Income
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Your Financial Planning Advisors: Evaluating Life Insurance Needs
Financial planning advisors recommend that you evaluate your life insurance coverage to be sure it keeps pace with your needs, changing life events, and the impact of inflation. Not sure how to do that? Read this and contact William A. Phillips with ...
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Your Financial Planning Advisors: Rising Popularity of Roth IRA as Retirement Vehicle
Financial planning advisors point toward Investment in the Roth IRA, which has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. William ...
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Your Financial Planning Advisors : Earning Income From Mutual Funds
Retirement income planning advisors reveal that mutual funds--often thought of as tools to build savings--can also be used to generate income; great for retirement income planning. William A Philips, registered investment advisor, examines the potent...
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Favorable Dividend and Capital Gains Tax Rates Extended — for Now
Higher investment tax rates may be back in 2013. The good news is that there is still time to reevaluate your mix of investments to come out okay; the bad news is that if you don't it could cost you. Read more and give William a call if you don't hav...
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The Federal Estate Tax Is Back and May Be Here to Stay
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