Phoenix Financial, Incorporated

02/22/2024

According to a recent MIT AgeLab report, only 57% of those surveyed who are in their midlife years believe they’ll be able to retire. Here's how to start your retirement plans if you need to catch up.

Only 57% of people in their midlife years believe they'll be able to retire. Here's how to start your retirement plans if you need to catch up.

02/20/2024

A groundbreaking new book, "The ABCs of Wealth Building" by Tanisha Adjokatcher, is shaping tomorrow’s financially savvy generation.

Tanisha Adjokatcher is teaching kids "The ABCs Of Wealth Building."

02/16/2024

Saving for retirement is like time travel for your personal finances. When you save and invest money, you are sending money to your future self. And whenever you rack up credit card debt or take out flexibility for how to use my cash.3. CDs aren

Investing for the future is like time travel. See how saving money now can be a win-win for you and "future you."

01/31/2024

Is lifestyle creep eating away at your savings?

Your retirement savings and investments may be exposed to stock market risks, but there's another risk you should really pay attention to: lifestyle creep.

01/29/2024

The lessons of the past can help drive your future. Remember to keep moving forward. We can help.

01/26/2024

Don’t You Forget About Us: Gen X and the Future of Money

By understanding the money mindset and payment habits of Gen X, financial services providers can serve them better.

01/24/2024

Knowing how you want to spend your time in retirement and having a sense of purpose can prevent you from feeling unmoored and isolated.

01/05/2024

Credit card debt's at a record high. Many Americans expect to add more this holiday, which experts say can hurt you for years. Here's how to prevent it.

01/03/2024

The answer is long-term planning, but if you, like so many other retirees and others approaching retirement, have planning gaps, here’s what you can do.

09/08/2023

Future retirees plan to work longer, partly due to savings shortfalls

According to a new survey by the nonprofit Transamerica Center for Retirement Studies, 55% of workers plan to work after they retire. That includes almost 20% who plan to work full time and more than a third who plan to work part time. Even more eye-opening: a staggering 15% of all workers expect th...