The last quarter of the year is crunch time for tax, retirement, and estate planning.As December 31 approaches, opportunities for tax savings, retirement contributions, and estate updates start closing fast. Acting now could make a meaningful difference for your 2025...
The One Big Beautiful Bill Act, signed into law on July 4, 2025, marks one of the most significant overhauls to U.S. tax policy since the Tax Cuts and Jobs Act of 2017 (TCJA). It locks in many of the TCJA’s popular provisions, adds new tax breaks for individuals and...
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...
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...
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....
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...
