Phil Simonides, CFP®
Phil Simonides, CFP®, is Executive Vice President at McAdam. As a member of the executive team, Simonides serves as the Chair of Advanced Planning at the firm, specializing in strategies for high net worth individuals and families, and business owners. He joined McAdam in 2011. To learn more about Phil and his team, click here.
Website: mcadamfa.com | Phone: (888) 227-7162
Latest articles 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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