Phil Gephart - Financial Representative

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Charlotte, NC
Phil Gephart - Financial Representative

Helping families and business owners reach their formerly unachievable goals.

10/12/2023

Reach out if you need some help figuring out the best savings plan for your family.

When it comes to saving for your child’s college education, you may have a wide range options. Here are six of the best ones.

10/02/2023

These simple steps can help set you up for a strong 2024.

A financial checkup is important to keeping your retirement and finances in balance. To get started, here’s an end-of-year financial checklist for retirees.

09/20/2023

Switching employers or health insurance plans can be a confusing exercise—especially when trying to figure out how to get the best value. Reach out if you need help understanding how elements of your plan, like an HSA or FSA, will work together.

At first, an FSA and HSA may seem very similar, but there are some differences you need to know.

09/13/2023

Imagine what you could do with a little extra savings. I’ve got some ideas, too!

If you’re up for a challenge, here’s how you could save an extra $1,300 this year.

08/31/2023

These ideas could help you avoid overspending.

You may need to get creative to stretch your back-to-school shopping budget this year. These pro tips can help.

08/22/2023

Want to feel better? Have stronger friendships? A new survey finds that people who report better health and stronger friendships are also working with a financial advisor and planning their finances. Please reach out if you’d like to get started.

People who work with an advisor feel better about many aspects of their lives.

08/14/2023

401(k)s are one of the most popular ways to save for retirement. But they’re just one tool. Reach out if you’d like to learn more about how a 401(k) works with your broader financial plan.

A 401(k) is a great tool to help you save for retirement.

08/04/2023

Taking stock of your budget at the midyear point is a great way to keep tabs on your fiscal health.

Assessing your current spending in these 6 areas of your budget can help you make any needed adjustments. Then you can focus on what matters most.

07/27/2023

People who report feeling more confident about aspects of their financial lives all have one key thing in common.

New research finds a common thread among people who report being more financially confident.

07/13/2023

The latest Northwestern Mutual research finds Americans making more progress in paying down their debts. While debt may seem bad, it isn’t always. Please reach out if you’d like to talk about your financial plan and check out these strategies to manage debt.

Debt can be a burden, but it can also be a great financial tool if you’re managing it well.

07/06/2023

Assessing one component of your financial plan each month is a great way to keep tabs on your fiscal health.

This checklist can help you make sure your finances are on track for the rest of the year. Here’s what to assess for the next 6 months.

06/30/2023

Permanent life insurance can be an important part of your retirement plan. Please reach out if you’d like to talk about your retirement plan.

While it may seem like your need for life insurance diminishes in retirement, the opposite is actually true. Learn how to use life insurance in your retirement planning.

Address

Charlotte, NC

Telephone

+19499333680

Website

http://philipgephart.nm.com/

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