Phronesis Wealth Management

10/15/2026

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.

Overview of Medicare Advantage, what’s in them, special rules, and more.

10/14/2026

Are You on Track with Your Financial Goals?

October is National Financial Planning Month—a good reminder to check in on your financial goals and see how your plans align with where you want to go.

Life changes, priorities shift, and your financial plan should evolve along with them.

At Phronesis Wealth Management, we help you evaluate where you stand, identify potential opportunities for improvement, and make informed decisions about your financial future.

Is it time for a financial checkup? Schedule a complimentary introductory meeting to start the conversation.

https://oncehub.com/phronesis

10/13/2026

What a great evening at Topgolf Baltimore! ⛳🏈

We had a fantastic time connecting with clients and friends last week while supporting the Boys & Girls Club and enjoying a special appearance by Baltimore Ravens Trey Hendrickson!

Great company, plenty of laughs, and a little friendly competition made for a memorable night. Thanks to everyone who joined us!

10/12/2026

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would you do with yours?

10/10/2026

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

10/09/2026

SEMINAR: Planning Ahead: Health, Wealth and What's Next

An evening of conversation, connection and a fresh perspective on planning for what’s ahead. Join Phronesis Wealth Management and Skinlogic on Wednesday, November 4th for a special women’s event exploring the choices we make today, and how they can shape the way we live, feel and plan for tomorrow.

Learn More:

https://www.phronesiswealthmanagement.com/events/seminar-planning-ahead-health-wealth-and-whats-next

10/09/2026

Unlock the Secrets to Financial Success! National Financial Planning Month is here, and it's time to uncover the strategies that lead to prosperity. Whether you’re looking to retire in the next two years, or your goal is to establish healthy money habits to work towards your retirement goals, our skilled advisors are equipped to navigate your financial journey with you. Don’t procrastinate.

Ready to take the first step? Click here to schedule a complimentary meeting today: https://oncehub.com/phronesis

10/08/2026

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.

What's your vision of retirement?

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/05/2026

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.

Calculate your required minimum distribution amount based on your account balance and age.