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How to Maximize Your HSA Before 2025 Open Enrollment

How to Maximize Your HSA Before 2025 Open Enrollment

by Suzanne Porske | Jul 31, 2025 | Uncategorized

Open enrollment is right around the corner and if you’re enrolled in a High-Deductible Health Plan (HDHP), now is the time to take full advantage of your Health Savings Account (HSA). At Phoenix Financial Group, we often see clients missing out on the long-term...
Back to School Budgeting: 5 Smart Financial Tips for Families This Fall

Back to School Budgeting: 5 Smart Financial Tips for Families This Fall

by Suzanne Porske | Jul 31, 2025 | Uncategorized

As the school year begins, families are busy checking off supply lists, organizing schedules, and prepping lunches. But while your kids gear up for new classrooms, it’s also a perfect time to refresh your family’s financial plan. At Phoenix Financial Group, we believe...

65 Year Old Retirees Can Expect to Pay Over $172K in Healthcare Costs, Fidelity Finds

by Suzanne Porske | Jul 31, 2025 | Uncategorized

Retirement Healthcare Costs Top $172,500 for 65-Year-Olds, Fidelity Reports A 65-year-old retiree today can expect to spend over $172,500 on healthcare expenses throughout retirement, according to Fidelity Investments’ 2025 Retiree Health Care Cost Estimate....
What You Need to Know About the 2025 Changes to Inherited IRA Rules

What You Need to Know About the 2025 Changes to Inherited IRA Rules

by Suzanne Porske | Jul 22, 2025 | Uncategorized

The rules regarding inherited IRAs have changed in the last five years, and failing to comply with the new requirements may result in IRS penalties. These changes affect people inheriting IRAs and those looking to leave retirement accounts to heirs. How the SECURE Act...
Why More Families Are Choosing to Gift Wealth Earlier—and How to Do It

Why More Families Are Choosing to Gift Wealth Earlier—and How to Do It

by Suzanne Porske | Jul 22, 2025 | Uncategorized

Estate management isn’t just about what happens after you’re gone— it’s also about what you can do now to help manage future estate taxes, transfer wealth strategically, and attempt to create a meaningful impact during your lifetime. Many families recognize that...
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Recent Posts

  • How to Maximize Your HSA Before 2025 Open Enrollment
  • Back to School Budgeting: 5 Smart Financial Tips for Families This Fall
  • 65 Year Old Retirees Can Expect to Pay Over $172K in Healthcare Costs, Fidelity Finds
  • What You Need to Know About the 2025 Changes to Inherited IRA Rules
  • Why More Families Are Choosing to Gift Wealth Earlier—and How to Do It

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