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Phil Simonides, CFP®

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.
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
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5 Things Fourth-Quarter Football Strategy Can Teach You About Retirement Planning
retirement

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
investing

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
investing

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