Philip Segal, CLU®, ChFC®, RICP®

Philip Segal, CLU®, ChFC®, RICP®

Retired Financial Adviser

Phil is a retired financial adviser with more than 35 years of experience working for major financial services and insurance companies. He began his career in the mid 1970s after having been a librarian for several years. Although he's retired, he still maintains his long-standing interest in retirement planning, Social Security, Medicare and economics. He continues to take continuing education classes at the American College of Financial Services and more recently at the Osher Lifelong Learning Institute at Temple University in Philadelphia.

He recently completed the NSSACP and IRMAACP programs with National Social Security Advisors. During his career as a financial adviser and portfolio manager, he wrote a regular (monthly) newsletter that concentrated on personal planning and how to reach clients' long-term goals.

Besides his interest in financial planning, Phil is a photographer who exhibits his work at local galleries and libraries in the Philadelphia area and the Lehigh Valley.

Phone: 610-442-4006 | Email: philrsegal@yahoo.com

Latest articles by Philip Segal, CLU®, ChFC®, RICP®

Senior Couple Calculating Household Expenses and Reviewing Bills at Home

Will Your Retirement Income Trigger the IRMAA This Year?

Medicare costs can spike if your income triggers the income-related monthly adjustment amount. Here's what to expect in 2026 and how to avoid it in the future.