Understanding Today’s Financial Environment
Welcome, we are T.L. Phillips Financial Group, an independent, fee-based financial services firm serving the Henry County area. We offer a wide range of services, but specialize in income and retirement planning. We value transparent communication and work to provide trusted experience with a fresh perspective.
We encourage you to reach out to us and learn more about how our knowledgeable staff and diverse service offerings can help you and your family pursue your financial goals.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Retirees traveling abroad need to know that their health insurance travels with them.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much you have the potential to earn during your working years.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
There are a few things to consider when buying or leasing your next vehicle.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.