Phillip Christenson (@PRChristenson) header
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Phillip Christenson

@PRChristenson

The Phillip of Phillip James. Fee-Only Financial Advisor and CFA Charterholder.

 Plymouth, Minnesota
phillipjamesfinancial.com
Joined August 2014
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Photo by Phillip Christenson (@PRChristenson)Photo by Phillip Christenson (@PRChristenson)
Net Unrealized Appreciation - if you have a concentrated employer stock position you'll understand.... phillipjamesfinancial.com/bl…
Your Guide to the NUA Rule (Net Unrealized Appreciation) — Phillip James Financial

Your Guide to the NUA Rule (Net Unrealized Appreciation) — Phillip James Financial

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.

phillipjamesfinancial.com
Year End Employer Stock Planning #RSU #StockOptions #NQSO #ESPP phillipjamesfinancial.com/bl…
Employer Stock Planning in the year of retirement for NQSOs or ISOs — Phillip James Financial

Employer Stock Planning in the year of retirement for NQSOs or ISOs — Phillip James Financial

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.

phillipjamesfinancial.com
Phillip Christenson retweeted
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PhillipJames Finance@InvestPJF21 Sep 2018
What's your favorite cash rewards credit card? @PRChristenson bankrate.com/credit-cards/ca… @Bankrate

bankrate

Read up on the latest cash back credit card advice and guides from the team at Bankrate. We'll help you maximize your money and put your wallet to work for you.

bankrate.com
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Good Article with some excellent sources :) @cnbc @RyanDerous nitter.gq/InvestPJF/status/93852…
PhillipJames Finance (@InvestPJF) profile picturePhillipJames Finance@InvestPJF6 Dec 2017
"There's no real answer, since we don't know what's going to happen in the future," said Christenson, who co-founded Phillip James Financial. cnbc.com/2017/12/04/invest-y… @CNBC
Invest your way into health-care security

Invest your way into health-care security

No one knows what the future of health care will look like, but advisors say clients can still plan for tomorrow based on some things they do know today.

cnbc.com
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I often hear "The market is expensive, don't you think we are due for a pullback??".. the answer I always give is that valuations are a pretty terrible predictor of short term returns, except at VERY extreme levels
Image from Zachary Mineur, CFA CFP® (@greenbackzach)
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Congrats on holiday bonus -- here's how to minimize your income tax hit cbsnews.com/news/holiday-bon…
Congrats on holiday bonus -- here's how to minimize your income tax hit

Congrats on holiday bonus -- here's how to minimize your income tax hit

Before deciding how to spend your reward, consider the tax impact now -- and prevent any nasty surprises next April

cbsnews.com
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Holiday Bonus? Maximize Returns and Minimize Taxes @MoneyTipsSocial moneytips.com/holiday-bonuse…
Holiday Bonuses 101: Maximize Return and Minimize Taxes - MoneyTips

Holiday Bonuses 101: Maximize Return and Minimize Taxes - MoneyTips

If you receive an end of year bonus from your job, it's important to remember that Uncle Sam will take his cut. Here's what to expect after your bonus is taxed.

moneytips.com
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Look at some statements on the @SafetyFirstfp website. Do these make you concerned? Do you think there's a regulatory issue with them? – at San Francisco, CA
Image from Bill Winterberg, CFP®️ (@BillWinterberg)
Image from Bill Winterberg, CFP®️ (@BillWinterberg)
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Congrats to @InvestPJF, financial planning company that recently relocated & expanded in Plymouth. Thanks for investing here! #PlymouthProud
Image from City of Plymouth, MN (@PlymouthMN_gov)
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Is Bad Investment Advice Making You Sick? phillipchristenson.net/blog/…
What is a Fiduciary and Why Does it Matter? phillipchristenson.net/blog/…
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Is Bitcoin safe? Let's see what the experts say. I happen to be one of them :) @wallethub wallethub.com/blog/is-bitcoi…
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born2invest.com/articles/tru…
The Tip Jar: 4 Things Millennials Should be Doing with Their Money #millenials @GoMNNews @AdamUren gomn.com/news/the-tip-jar-4-…
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Replying to @InvestPJF
Thanks for the opportunity to contribute Greg!
Phillip Christenson retweeted
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PhillipJames Finance@InvestPJF30 Jan 2017
You Won’t Live Forever: A Quick Guide On How To Leave Wealth To Your Children retirewire.com/you-wont-live… via @@retirewire
You Won’t Live Forever: A Quick Guide On How To Leave Wealth To Your Children

You Won’t Live Forever: A Quick Guide On How To Leave Wealth To Your Children

You work hard to grow and protect your investments and other assets. Put the time and effort into an estate plan to ensure it's protected after you die.

retirewire.com
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The best marketing activity is taking exceptionally good care of your clients! kitces.com/blog/client-meeti… via @MichaelKitces
I have a rising follower graph! 75 more followers in the past week. Get your stats right here crowdfireapp.com/?r=tw
Phillip Christenson retweeted
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IntroLend@IntroLend1 Dec 2016
How to make the most of your holiday bonus from @InvestPJF buff.ly/2g1V0YD
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