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Phil Scott

Phil Scott is an Investment Advisor Representative with over two decades of experience in the Financial Services Industry. He is a Registered Representative with LPL Financial and Investment Advisor Representative with Advantage Investment Management (AIM). Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Advantage Investment Management (AIM), a Registered Investment Advisor and separate entity from LPL Financial.

Recent Posts


Retirement in Motion

Posted by Phil Scott on November 2, 2017

Tips and resources that everyone can use


Amp Up Your Savings

In 2017, anyone at least 50 years old can contribute up to $24,000 to a 401(k).1 Even if that amount seems beyond your reach, you should make it a goal to save more this year than last, and increase your savings by at least one percentage point a year. If your company’s retirement plan offers an employer-matching contribution, take advantage of the maximum amount allowed, if you can. Expect a raise next year? Consider setting aside half of it for retirement.

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Topics: Retirement Savings Plans

How Plan Sponsors are Expanding Options and Managing Risk

Posted by Phil Scott on August 17, 2017


One area that continues to be explored is automatic contribution enrollment and automatic contribution increases as ways to boost participation. 
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Topics: Retirement Savings Plans

Take a Keen Interest When Rates Rise

Posted by Phil Scott on June 21, 2017

Interest rates affect homeowners and credit card holders. But they also can have an indirect impact on the stock market.

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Topics: Retirement Savings Plans

Bond Funds 101

Posted by Phil Scott on June 7, 2017

There’s a lot to like about income-oriented investments

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Topics: Retirement Savings Plans

Back to the Future

Posted by Phil Scott on May 11, 2017

What will work and life look like 30 years from now?

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Topics: Retirement Savings Plans

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