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April is National Financial Literacy Month: A Call to Empowerment and Prosperity

April is National Financial Literacy Month: A Call to Empowerment and Prosperity

by Suzanne Porske | Apr 2, 2025 | Uncategorized

April marks National Financial Literacy Month, an important reminder of the critical role that financial literacy plays in safeguarding both personal well-being and our nation’s economic health. At Phoenix Financial Group, LLC, we believe that promoting financial...
Layin’ It on the Line: Why retirees are moving to fixed index annuities in 2025

Layin’ It on the Line: Why retirees are moving to fixed index annuities in 2025

by Suzanne Porske | Mar 26, 2025 | Uncategorized

Retirement planning has evolved, and in 2025, more retirees than ever are turning to fixed index annuities, or FIAs, to protect their savings while securing a steady income. With market uncertainty, inflation concerns, and longevity risks on the rise, FIAs offer a...

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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.

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