• Login
  • Upload Files
Phoenix Financial Group
  • Home
  • About
  • Services
    • Life Insurance
    • Allstate Benefits
    • Retirement Planning
    • Estate Planning & Organization
    • Medicare Partnership
  • Podcast
  • Blog
  • Testimonials
  • Events
  • Contact
  • Retirement Tax Bill
Select Page
Top 7 Most Common Estate Strategy Mistakes (and How to Avoid Them)

Top 7 Most Common Estate Strategy Mistakes (and How to Avoid Them)

by FMG Suites | Jun 21, 2023 | Uncategorized

Getting your affairs in order and outlining what you want done with your estate after you’re gone is one of the greatest gifts you can leave your loved ones. However, not preparing for the transfer of your assets can lead to confusion, potential family disputes, and...
Navigating the Costs of Senior Care: Tips for Preparing for Long-Term Care

Navigating the Costs of Senior Care: Tips for Preparing for Long-Term Care

by FMG Suites | Jun 21, 2023 | Uncategorized

Senior care costs can be overwhelming, particularly when long-term care is required due to illness or medical conditions. With the number of seniors in the U.S. expected to rise exponentially by 2030, it’s crucial to be prepared for these expenses. In this blog...
Next Entries »

Recent Posts

  • What’s the Job Market Look Like for 2025 Graduates?
  • Is It Smarter to Buy or Rent a Second Home?
  • April is National Financial Literacy Month: A Call to Empowerment and Prosperity
  • Layin’ It on the Line: Why retirees are moving to fixed index annuities in 2025
  • From College Acceptances to Affordability: Considerations for Families in the Final Stretch

Recent Comments

No comments to show.

Quick Links

Home

About

Services

Podcast

Events

Contact

Form CRS

Contact

844.476.7753

Team@Phx.Financial

Downtown Broken Arrow | The Rose District
202 S. Main St. Ste 202
Broken Arrow, OK 74012

Follow Us

  • Follow
  • Follow
  • Follow
  • Follow

Login

Privacy Policy

Broken Arrow Chamber of Commerce Logo

This website is a publication pf Phoenix Financial Group LLC.

Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.

Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.

All investment and insurance strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark. Asset allocation and diversification will not necessarily improve an investor’s returns and cannot eliminate the risk of investment losses.

Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain period of time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. Insurance products are subject to fees and additional expenses.

None of the photos should be construed as being a testimonial for Suzanne Porske or Phoenix Financial Group LLC. It is unknown if these clients approve or disapprove of the firm’s services.

Articles and other content may be written by a third party and not Suzanne Porske.

Created by Done For You Technology