Phil Simonides, CFP®
Phil Simonides is executive vice president and a CERTIFIED FINANCIAL PLANNER® professional with McAdam Financial. With over 38 years of experience, he's known for his strategic thinking and commitment to client success. He works in a fiduciary capacity while holding eight securities licenses, including the Series 65 and life and health insurance licenses.
Phil is also the author of the book Spend, Protect, Grow, where he reveals how to reduce risk in your retirement to achieve your dream lifestyle. His insights have also been featured in Kiplinger, the Wall Street Journal, Bloomberg Radio, CNBC, Investment News and more.
To learn more about Phil and his team, click here.
Phone: 888.227.7162 | Email: consultation@mcadamfa.com | Website: mcadamfa.com
Latest articles by Phil Simonides, CFP®
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What Football Can Teach You About Protecting Your RetirementFootball can teach retirement investors a lot about managing risk. And if predictions of a markets slump are accurate, one strategy will be particularly useful.
By Phil Simonides, CFP®
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Myth Busters: Examining the Facts about Index Annuitiesannuities Don’t fall for the hype that screams that annuities are too expensive, too complicated and poor performers. Before you turn your nose up at them, take a moment to learn a little more about annuities. You may discover one that is a great option for you.
By Phil Simonides, CFP®
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How Do You Really Know How You're Doing for Retirement?retirement It's natural to try to compare the car you drive, the vacations you take and the home you live in to that of your neighbors, friends and co-workers, but it won't give you the accurate picture you need to tell where you stand.
By Phil Simonides, CFP®
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Tax Diversification: An Untapped Resource for Wealth Over Your Lifetimeretirement Sure, diversifying is a good idea for investors, but unless part of your diversification strategy is based on how your investments are taxed, you could be missing out in retirement.
By Phil Simonides, CFP®
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What Do Potential Tax Changes Mean for Your Investments?investing To get an idea of where our tax rates could be going (and the opportunities that could be coming), compare and contrast the tax proposals floated by President Trump and the House GOP.
By Phil Simonides, CFP®
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Which Career Path Are You On? Your Retirement Strategy Depends On Itretirement From job-hopper to lifetime loyalist, there are five types of career paths people tend to follow. Here are the retirement-planning challenges and strategies for each.
By Phil Simonides, CFP®
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5 Things Fourth-Quarter Football Strategy Can Teach You About Retirement PlanningFinancial Planning You may need to adjust your strategy during crunch time in order to successfully reach the end zone.
By Phil Simonides, CFP®
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4 Keys to Reaching Your Lifetime Financial GoalsFinancial Planning Understanding the state of the market, as well as your wealth, objectives and career trajectory, can help you create a solid plan to maximize returns.
By Phil Simonides, CFP®
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5 Questions to Ask Your Adviser About Taxes
taxes Do you know what asset location is? What about tax loss harvesting? Understanding these concepts might help you minimize your tax hit.
By Phil Simonides, CFP®
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