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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Phillip James Financial

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United States
Plymouth, MN
Phillip James Financial

Independent, Fee-Only, Fiduciary Financial Planning & Investment Management

Fee-Only Wealth Management Company offering comprehensive financial planning, investment management, and tax preparation.

01/10/2022

https://phillipjamesfinancial.com/blog/can-capital-gains-push-me-into-a-higher-tax-bracket

A capital gain refers to the increase in value of an asset such as stocks, bonds, precious metals, real estate and other assets. When these assets are sold, the realized gains are taxed at lower rates than ordinary income if the assets are held for at least one year. If the assets are held for less

12/06/2021

https://phillipjamesfinancial.com/blog/social-security-planning-strategies-to-consider

The decision on the timing of when to claim Social Security benefits should be based on a number of factors including one’s ability to cover existing living expenses without the benefit, life expectancy, and spousal considerations.

11/10/2021

https://phillipjamesfinancial.com/blog/net-unrealized-appreciation-nua

A tax strategy known as Net Unrealized Appreciation (NUA) can be an effective way to reduce tax liability.

10/13/2021

https://phillipjamesfinancial.com/blog/concentrated-stock-risk-for-target-best-buy-and-general-mills-employees

Minnesota has a lot of large employers with publicly traded stock and generous stock plans. Here’s how to manage the risk while being mindful of taxes.

05/27/2021

https://phillipjamesfinancial.com/blog/deferred-compensation

Deferred Compensation is a strategy where a portion of an employee’s income is set aside, or “deferred”, to a later date. This strategy allows employees to avoid recognizing income in the current year, and instead defer that income to a future year. In many cases, the taxes due on the income a...

03/09/2021

https://phillipjamesfinancial.com/blog/how-to-manage-your-espp-plan

An Employee Stock Purchase Plan (ESPP) provides employees an option to purchase stock in the company they work for at a discount below market price. Understanding how these plans work, including the tax implications, will allow an individual to make an educated decision on whether to participate in

01/18/2021

https://phillipjamesfinancial.com/blog/what-you-need-to-know-roll-over-401k

The key differences between a rollover and a transfer along with the key steps required to avoid costly penalties and unfavorable tax consequences.

12/02/2020

https://phillipjamesfinancial.com/blog/retirement-planning-in-the-time-of-covid

During the year 2020, you've probably experienced exhilarating highs and painful lows as you've looked at your retirement account balance. Living in this time of the pandemic has been challenging in so many ways, including financially. Many people have faced strong headwinds as they have made adjust

11/26/2020

https://phillipjamesfinancial.com/blog/year-end-planning-tips-for-your-employee-equity-compensation

This is your last chance to improve your tax situation before the end of the year. If you have any stock options, RSUs, or employer stock now is your time to act. Reach out with questions on your specific situation.

10/08/2020

https://phillipjamesfinancial.com/blog/employer-stock-planning-in-the-year-of-retirement-for-nqsos-or-isos

If you are looking for advice from a fiduciary finanical advisor about your employer stock plan and are near retirement this is the article for you. NQSOs and ISOs are complicated, this will help.

10/01/2020

https://phillipjamesfinancial.com/blog/your-guide-to-the-nua-rule-net-unrealized-appreciation

Net Unrealized Appreciation (NUA) could be a great tax planning strategy which helps you reduce risk and taxes at the same time. There are a lot of rules which need to followed to do it right.

09/24/2020

https://phillipjamesfinancial.com/blog/whats-the-right-time-to-sell-restricted-stock-units-rsus

Do you have RSUs? When should you sell them? What's the tax consequences of doing so and what's the best time to sell them? Well, read this article and you'll find answers to all of these questions.

Address

3675 Plymouth Boulevard Suite 110
Plymouth, MN
55446

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

(763) 432-0852

Website

http://phillipjamesfinancial.com/

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