Have you ever seen the movie Elf starring Will Ferrell? Let’s be honest: if you haven’t, what have you been doing this past month?? As I was watching it recently, I couldn’t help but notice a few similarities between Buddy the Elf and myself (yes, I’m serious). 🎄 Buddy would do anything for his family. He left the North Pole to help his dad get off the naughty list. For me, family is everything. I’d go above and beyond to support the people I care about most. 🎄 Buddy is endlessly curious. He explored every corner of New York City to find his dad! Similarly, in the financial world, I’m always learning and staying on top of industry changes. Why? Because I believe staying curious and informed helps me serve my clients better. 🎄 Buddy gets excited about what he loves. Let’s face it: he’s passionate about Christmas. And me? I’m just as passionate about helping families reach their financial goals. Here’s what I’m trying to say: If you’re looking for a financial representative who’s passionate about what they do, genuinely cares about your success, and is committed to lifelong learning, I might just be the Buddy you need!😉 Let’s connect TODAY! ---------------------------------------- Is this your first time seeing me? Hi, my name is Mark Phillips! I’ve proudly been a financial representative servicing over 100 families for 15 years. I aim to educate others on the importance of financial planning and other topics. 💡Let’s connect today! Follow Mark Phillips for MORE! #FinancialRep #Business #Finances #Linkedin

According to a recent Bankrate survey, 57% of American workers feel they’re behind on saving for retirement. 🤯 You may have heard people say, “It’s too late to start saving now” but that’s simply not true! As a financial representative with over 15 years of experience, I’ve heard it all. Life happens, and savings often take a backseat! Especially for those balancing the needs of young children, aging parents, medical expenses, and activities. But here’s the good news: it’s never too late to start saving for retirement! Even small monthly contributions can move you closer to your retirement goals. If you’re over 50, you can take advantage of catch-up contributions to save even more in your 401(k) and IRAs each year. This is your reminder to start prioritizing your future! Retirement can sneak up faster than we realize, but with consistent action, you can build a secure future. Every Tuesday and Thursday this month I am debunking common retirement planning misconceptions! As always, if you have any questions, reach out! 📌 Do you feel you are on track to retirement or falling behind? ------------------------ Is this your first time seeing me? Hi, my name is Mark Phillips! I’ve proudly been a financial representative servicing over 100 families for 15 years. I aim to educate others on the importance of financial planning and other topics. Let’s connect today! Follow Mark Phillips for MORE #RetirementPlanning #Retirement #Budgeting #Linkedin #Finances

One gift that will last a lifetime is the gift of Financial Literacy! 🎁 A 2022 study published in the Current Biology Journal suggests that children's brains respond to training in a way that allows them to more quickly and efficiently stabilize new learning. Consequently, the research supports the idea that children can acquire new knowledge and skills more rapidly than adults can. With this research, we should be teaching our children the importance of financial literacy at a young age! You may be wondering Mark how would I go about this? A perfect way to help your children learn is grocery shopping. Let your kids help you compare prices and deals. Teach them the importance of checking the price and value! As they get older, you can start introducing more complex topics such as the importance of saving and investing. Be sure to nurture a healthy relationship with money. Our children should be able to come to us and ask questions about money without getting scolded. Financial literacy is a crucial topic that should be taught in school. However, it’s not. It’s our job to help teach these skills. As always, reach out if you have any questions! 📌 How do you teach your children about the value of money? Share below!! ------------------------------ Is this your first time seeing me? Hi, my name is Mark Phillips! I’ve proudly been a financial representative servicing over 100 families for 15 years. I aim to educate others on the importance of financial planning and other topics. 💡Let’s connect today! Follow Mark Phillips for MORE! #FinancialLiteracy #Finances #Business #LinkedIn

Christmas is all about spending it with ones you love! I'm looking forward to spending this time with my family. 🎄❄️ Share your family photos and traditions in the comments!👇🏻