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Lynn’s Blog


Beware of Schemes During Tax Season

It’s tax season! Every year, around this time, the Internal Revenue Service (IRS) publishes its dirty dozen – a list of scams criminals use to try and ferret out personal information and/or steal money.1

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Medicare Premiums and Copayments

More than one-half of working Americans know little or nothing about Medicare costs.1 Not knowing can be expensive.

On average, people who haven’t yet retired estimate they’ll spend approximately $50,000 on health care after retirement, according to a 2014 survey.1 In reality, studies suggest it will cost almost five times that amount – even when retirees have Medicare coverage.1, 2

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Phillips-Gaines Ranked Among Barron’s Top 1,200 Financial Advisors in the U.S.

Lynn Phillips-Gaines, CERTIFIED FINANCIAL PLANNER™, at Phillips Financial, An Independent Firm, and financial advisor with Raymond James, was recently named to Barron’s list of “The Top 1,200 Advisors” in the country. The 2017 list, ranked 1,200 advisors from all 50 states and the District of Columbia. This marks the third consecutive year for Phillips-Gaines to earn placement on the prestigious list. It is the largest, most comprehensive annual advisor list circulated by Barron’s.

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Lynn Phillips-Gaines Ranked Among Forbes Top 200 Women Wealth Advisors

Congratulations to our very own Lynn Phillips-Gaines, CERTIFIED FINANCIAL PLANNER™, who was recently named to Forbes’ list of Top 200 Women Wealth Advisors. The 2017 list, named 200 top female financial advisors from coast to coast, who manage a combined $200 billion dollars on behalf of their clients. Being amongst this group, Phillips-Gaines is being recognized for the quality of her practice, as well as asset management.

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Retirement Readiness Tasks

When Fidelity Investments asked couples how much they think they will need to save for retirement to maintain their current lifestyle, 48% had “no idea.”

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