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...
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 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...
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...
