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How to Turn Your Retirement Savings Into Reliable Income in 2025
You’ve spent years building your retirement nest egg—saving diligently, investing wisely, and contributing to accounts like your 401(k), IRA, or Roth IRA. But how do you turn those savings into a sustainable income stream once the paychecks stop? This is one of the...
“The Four Most Dangerous Words in Investing Are: ‘This Time It’s Different.’” – Sir John Templeton
Despite the noise, history often rhymes. Here's why sticking to proven investment principles may still be your best strategy in 2025. Why “This Time It’s Different” Can Be Costly Sir John Templeton famously warned: “The four most dangerous words in investing are:...
What’s the Job Market Look Like for 2025 Graduates?
It’s graduation season—a time of celebration and new beginnings. For families with college seniors, this time can bring both excitement and uncertainty. While some graduates have jobs lined up, many others still are navigating job searches anxiously. The main reasons...
Is It Smarter to Buy or Rent a Second Home?
As summer approaches, your thoughts may drift toward escaping your daily routine. Whether your idea of a perfect vacation is sitting on a pristine beach, fishing in a mountain lake, or playing the back nine between pickleball matches, many of our clients have come to...
April is National Financial Literacy Month: A Call to Empowerment and Prosperity
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
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...
From College Acceptances to Affordability: Considerations for Families in the Final Stretch
April is a pivotal time in the college admissions process. After years of preparation, saving, and investing—not to mention the countless hours spent on exam prep, campus visits, and perfecting applications and essays—the finish line is in sight. For families with...
Spring Into Financial Wellness: Actionable Steps for Financial Literacy Month
April isn’t just about filing taxes—it’s also Financial Literacy Month, a perfect opportunity to reflect on your financial habits, expand your knowledge, and take meaningful steps toward improving your financial well-being. Whether building your first budget,...
10 Things You Can Do Now to Help Simplify Your Estate for Your Heirs
One of the greatest gifts you can give your loved ones is a thoughtful estate strategy that outlines your wishes after you are gone. Discussing estate details with your team of professionals is another way to help manage your legacy and final wishes. As financial...
Will your money last as long as you do?
Don’t let a lack of income derail your retirement!
In This Free Guide, You’ll Learn…
How an experienced financial professional can help you address you “what ifs” about retirement.
In 1984, the average American household spent $2,500 per person annually on health care. In 2018, that number was $5,000. That means costs are 100% higher than they were in 1984.
The right questions to ask about retirement, like: “How do I make sure my money lasts?” and “How do I cover all my expenses?”
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