Timothy Phillips’ Tips For Using Credit Cards And Avoiding Credit Card Debt

Do you remember that old Visa commercial? It had quite a run during sporting events about a decade ago … everything in the restaurant/market is running smoothly — chefs are shipping up meals, customers are moving in an orderly fashion, credit card payments are keeping the line short, and then… …the main character pulls out his wallet, thumbs for some CASH … Read More

Timothy PhillipsTimothy Phillips’ Tips For Using Credit Cards And Avoiding Credit Card Debt

Timothy Phillips’ Three Keys To Get Out of Debt

The World Series is here, football seasons are in full swing, school is deep in session, and the weather is shifting for sure. Fall has a way of running along faster than we realize. It’s kind of like our financial picture: things can change REAL fast, and before you know it, we’re buried under a pile of something that we’d … Read More

Timothy PhillipsTimothy Phillips’ Three Keys To Get Out of Debt

Phillips’ Rules of Thumb for Life Insurance

Autumn is here, and in some parts of the country, apparently that already means snow… Weather is a close second to “life” in terms of unpredictability. So I think that means two things: You should always carry an umbrella. Your life insurance policy should be clear and up-to-date. Today, we’re going to focus on that second item and how life … Read More

Timothy PhillipsPhillips’ Rules of Thumb for Life Insurance

Total Cost of College for Dallas/Fort Worth Folks

Yes, there is chaos in the political world. Since it’s not related to our vocation around here, I’ll withhold comment, and let’s move on to a happier conversation. Paying for college. (Yes, that was sarcasm.) So much ink (and an abundance of pixels) has been spilled over the past decade about rising tuition costs, that sometimes parents overlook the fact … Read More

Timothy PhillipsTotal Cost of College for Dallas/Fort Worth Folks

Thinking Through Real Estate Investments In Dallas/Fort Worth

When it comes to your money, you’re either spending, saving, giving or investing. I know that many of my Dallas/Fort Worth clients are doing all four, which is always wonderful to see. The last one, investing, is the one I want to focus on today. I talk a great deal about climbing out of financial holes, but sometimes one of … Read More

Timothy PhillipsThinking Through Real Estate Investments In Dallas/Fort Worth

Timothy A. Phillips, CPA, PC’s Guide to Estate Planning for Digital Assets

Technology has certainly shifted our society over the last 15 to 20 years — you can see it right here in the Dallas/Fort Worth area. So much so, that it’s time we discuss estate planning with a technological twist. Before we get there though, may I offer you this important reminder: the only “magic” we can do on a tax … Read More

Timothy PhillipsTimothy A. Phillips, CPA, PC’s Guide to Estate Planning for Digital Assets

Timothy Phillips’ Four Common Investment Mistakes

The stock market has caused some alarm as of late. Will investors wake up panicked or encouraged tomorrow? It’s hard to say. But one thing is clear: basing your peace of mind on market signals is no way to live. That said, I’d love to see my Dallas/Fort Worth clients be wise about how they are approaching their savings and … Read More

Timothy PhillipsTimothy Phillips’ Four Common Investment Mistakes

How Dallas/Fort Worth Residents Can Donate for Dorian Relief

Unfortunately, this is a follow-up piece to some advice I shared in the spring — March to be exact. When tornadoes ravaged Lee County, Alabama, the country rushed to its aid. Although nature is beautiful in various forms, it’s also equally unpredictable. And that unpredictability sometimes leads to loss of life and communities. If you’ve turned on the news anytime … Read More

Timothy PhillipsHow Dallas/Fort Worth Residents Can Donate for Dorian Relief

Five Productivity Tips for Dallas/Fort Worth Busy Bodies

With Labor Day behind us, fall is just around the corner. (And a quick tax note: so are estimated taxes, if that applies to you. Due the 16th of this month. Consider yourself reminded. Though I will probably remind you once more.) Now … fall. This can be a happy transition (as it is for many), though I do know … Read More

Timothy PhillipsFive Productivity Tips for Dallas/Fort Worth Busy Bodies

Estate Planning For Dallas/Fort Worth Singles

Many of our Dallas/Fort Worth clients are married. What I have to say today is still relevant, conceptually (and even in some of the details). So don’t skip on by. As I have talked about before, estate planning is something that many families continue to neglect. I’m not here to toot that horn again today. But there is actually more … Read More

Timothy PhillipsEstate Planning For Dallas/Fort Worth Singles