Michael Phillips Black Wealth Management CFP®, CDFA

(480) 425-0154

Making Your Tax Bracket Work Downtown Scottsdale Financial Advisor OUR FIRM Smart Planning
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"Michael Phillips Black Brings Clarity to your Financial Vision"



Today's investment climate offers unprecedented opportunities. At Michael Phillips Black Wealth Management, our mission is to help clients take advantage of those opportunities by providing them with three key tools: 

  • A clear understanding of their financial goals      
  • A well-defined road map for achieving those goals 
  • Ongoing advice to help adjust road map when needs change

Through our Smart Planning Approach, we specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives. 

On our Web site, you'll find valuable information explaining this approach along with additional products designed to fill the gaps in your financial strategy. 

Michael is a frequent lecturer on financial topics both locally and nationally. He has been featured in the Wall Street Journal, Forbes, Money, Kiplinger,Commercial Investment Real Estate, Bank Investment Consultant Magazine, and is a regular contributor to Investment News and the Arizona Republic. He is a regular Financial Analyst on Fox News 10, ABC 15, Sonoran Living Arizona Family News Channel 3, and has been featured on the nationally broadcast Nightly Business Report on PBS and Bloomberg TV. 

 

Helpful Content

Are Alternative Investments Right for You?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Planning for Special Needs Children

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

 

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Capital Gains Tax Estimator

Use this calculator to estimate your income tax liability, along with average and marginal tax rates.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Should You Invest in Exchange Traded Funds?

There are nearly 1,200 ETFs available. Should you invest in them?

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Rightsizing for Retirement

What does your home really cost?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Will You Pay the AMT?

Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.

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