Phoenix Wealth Advisors

06/02/2026

To help create an effective retirement income plan, you should know these six things about Social Security survivor benefits:

raymondjames.com

05/28/2026

An HSA is more than a way to pay for current healthcare costs. It can play a critical role in long term retirement planning when paired with a 401(k). The average 65-year-old today may need more than $172,000 for healthcare expenses in retirement, yet many employees have not accounted for this in their savings strategy.
By using both an HSA and a 401(k), employees can strengthen their financial future. Those who take advantage of this combination tend to save more, feel more confident about retirement, and are less likely to tap into their savings early. Together, these benefits create a more complete approach to preparing for both everyday needs and future healthcare costs.

fidelityworkplace.com

05/27/2026

Gratitude can be good for your health, from lowering stress to improving heart health. Read more on the positive impacts of gratitude and how to build it into your every day.

05/25/2026

This Memorial Day, we honor and remember the heroes who gave everything in service to our nation.

05/21/2026

To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place. Learn how to protect yourself and your loved ones:

raymondjames.com

05/19/2026

Boomers seek stability, Millennials chase innovation. Two distinct styles reshaping markets and driving the cultural forces behind tomorrow's financial landscape:

raymondjames.com

05/14/2026

Cash keeps your business moving, but strong cash management is about more than covering expenses. Read more about how proactive planning can help you strike a balance:

raymondjames.com

05/12/2026

A trusteed IRA is where retirement planning and estate planning meet. Learn if it's right for you:

raymondjames.com

05/07/2026

Retirement marks the beginning of a new chapter, not just the end of a career. Explore practical ways to prepare for the years ahead so you can retire with purpose and peace of mind:

raymondjames.com

05/05/2026

A health savings account offers unique tax advantages that can make it a powerful addition to your retirement strategy. Discover how thoughtful planning can help you maximize its long-term potential:

raymondjames.com