Phil Simonides, CFP®
Senior Vice President, McAdam Financial
Phil Simonides, CFP®, is Senior Vice President at www.mcadamfa.com, where he oversees the firm's Washington, D.C. metro, Chicago, Boston and central New Jersey offices. 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 after having spent the majority of his 29-year career at Ameriprise Financial.
Myth Busters: Examining the Facts about Index Annuities
annuities
Myth Busters: Examining the Facts about Index Annuities
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…
December 21, 2020
How Do You Really Know How You're Doing for Retirement?
retirement
How Do You Really Know How You're Doing for 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, b…
February 12, 2018
Tax Diversification: An Untapped Resource for Wealth Over Your Lifetime
retirement
Tax Diversification: An Untapped Resource for Wealth Over Your Lifetime
Sure, diversifying is a good idea for investors, but unless part of your diversification strategy is based on how your investments are taxed, you coul…
September 8, 2017
What Do Potential Tax Changes Mean for Your Investments?
investing
What Do Potential Tax Changes Mean for Your Investments?
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 P…
May 19, 2017
Which Career Path Are You On? Your Retirement Strategy Depends On It
retirement
Which Career Path Are You On? Your Retirement Strategy Depends On It
From job-hopper to lifetime loyalist, there are five types of career paths people tend to follow. Here are the retirement-planning challenges and stra…
March 15, 2017
5 Things Fourth-Quarter Football Strategy Can Teach You About Retirement Planning
Financial Planning
5 Things Fourth-Quarter Football Strategy Can Teach You About Retirement Planning
You may need to adjust your strategy during crunch time in order to successfully reach the end zone.
January 5, 2017
3 Things You Didn't Realize a Financial Adviser Could Do for You
Financial Planning
3 Things You Didn't Realize a Financial Adviser Could Do for You
The right professional can help guide your career and personal relationships, as well as your portfolio.
July 7, 2016
4 Keys to Reaching Your Lifetime Financial Goals
Financial Planning
4 Keys to Reaching Your Lifetime Financial Goals
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.
May 6, 2016
5 Questions to Ask Your Adviser About Taxes
taxes
5 Questions to Ask Your Adviser About Taxes
Do you know what asset location is? What about tax loss harvesting? Understanding these concepts might help you minimize your tax hit.
March 28, 2016