It’s the perfect time of year for giving back! 🎄✨ Throughout the years, we have worked with many AMAZING nonprofits! Here are a few in the Wisconsin Area to check out: 📌Lake Country Caring: Located in Hartland, WI, they provide clothing, hygiene products, furniture, appliances, infants, and household items to those in need free of charge. These items and community resource referrals are provided to an average of 350 people each month who live in Waukesha, Washington, Dodge, or Jefferson County.  📌 Ebenezer Stone Ministries: Ebenezer Stone Ministries believes faith in Christ is the cornerstone for renewing, restoring, and transforming individuals and families through stability, resources, and building strong communities.  Located in Milwaukee, WI, they have three pillars of focus: food pantries, warehouse, and housing. 📌 Humane Animal Welfare Society (HAWS): They are an open-admission, no-kill shelter dedicated to strengthening the relationship between animals and humans through adoptions and education – making a more compassionate community possible. Located in Waukesha, WI: Their mission is to lead the community in animal welfare and assure sanctuary for animals in need. 📌Mercy Mats: They make mats for the homeless and are made from recycled plastic grocery bags. Bags are folded, cut into strips and then looped together to create PLARN (plastic yarn) that is used to crochet sleeping mats. The group is in West Allis and is sponsored by the West Allis Health Department. 📌Delafield American Legion: The American Legion's mission is to improve the well-being of veterans, their families, the military, and communities. The American Legion's mission includes advocating for veterans, mentoring the American Legion youth, destigmatizing mental health, ending veteran suicide, and honoring military service 📌After Breast Cancer Diagnosis (ABCD): ABCD has been singularly focused on providing free, one-to-one emotional support to anyone impacted by the disease. Located in Milwaukee, WI, their signature service is creating a unique match between someone who needs support and an ABCD Mentor who not only shares a similar diagnosis and treatment plan, but also has similar ages, common interests, personal characteristics, career paths, and family dynamics. These are just a few of the amazing organizations we work with throughout the year! In this time of giving, we encourage you to check out the amazing nonprofits above. 💖 Merry Christmas! 📌 What’s a cause close to your heart this holiday season? --------------------- 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. #GivingBack #Nonprofit #LinkedIn #Business

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