Chris Phillips - Financial Advisor

Getting unexpected money can feel great, but it might also bump up your tax bill. Let’s explore smart ways to use it — whether by adjusting your income, investing, or making the most of an unexpected windfall. I’m here to help you make confident, goal-aligned decisions.

January is the perfect time to reassess your financial goals and consider the best strategy. Reach out today to get started.

Having that “golden goose” stock can feel amazing, until you understand the risk implications. Let’s work together to strategize your tax positioning. https://bit.ly/4ij2iXZ.

IRS Gives Employers A Breather On No Tax On Tips, Overtime Reporting For 2025 The new “no tax on tips” and “no tax on overtime” deductions require additional reporting by employers and payers. To help, the IRS is offering penalty relief in 2025.