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How to Turn Rising Healthcare Costs Into Opportunity with HSAs & FSAs

How to Turn Rising Healthcare Costs Into Opportunity with HSAs & FSAs

by Suzanne Porske | Jul 15, 2025 | Uncategorized

With the average family health‑insurance bill now north of $25,000 a year and deductibles up nearly 50 % in the past decade it’s no wonder many households feel squeezed. But two powerful tools Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs), can...
The Majority of 401(k) Plans Underperform Cheaper Options, a Study Finds

The Majority of 401(k) Plans Underperform Cheaper Options, a Study Finds

by Suzanne Porske | Jul 7, 2025 | Uncategorized

The overwhelming majority of 401(k) plans have underperformed cheaper alternatives over the past decade, according to an analysis by Abernathy Daley 401 (k) Consultants, an administrator of corporate retirement plans. This trend is bound to continue unless substantive...
The Essential Documents Every Family Should Have (and Why They Matter)

The Essential Documents Every Family Should Have (and Why They Matter)

by Suzanne Porske | Jul 7, 2025 | Uncategorized

We plan vacations, birthday parties, and even weekly dinners—but too often, we put off planning for the unexpected. The truth is, having your estate planning essentials in place is one of the most loving things you can do for your family. Whether you’re starting a...
Mid-Year Financial Checkup: 5 Smart Moves to Stay on Track in 2025

Mid-Year Financial Checkup: 5 Smart Moves to Stay on Track in 2025

by Suzanne Porske | Jul 7, 2025 | Uncategorized

The halfway point of the year is the perfect time to pause, evaluate, and adjust your financial plan. Whether you’re preparing for retirement or just getting started on your savings journey, a mid-year financial checkup ensures you’re not leaving...
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...
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Recent Posts

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  • 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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