Phronesis Wealth Management

06/25/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

06/22/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Compare different mortgage term lengths side by side to find the option that fits your budget.

06/21/2026

Happy Father's Day!

06/20/2026

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing money like a Retirement Plan Detective!

Watch this fun video for tips on how to search for missing money.

06/18/2026

Executive Liquidity Event Series | 7 of 7: The Conversation Needs to Start Before the Event

The executives who tend to have the most options are not necessarily the ones with the largest liquidity events.

They're the ones who started planning early.

By the time a transaction closes, the window for many planning opportunities may already be narrowing.

If your company could be approaching a significant liquidity event, now may be the right time to begin the conversation.

To learn more, visit PhronesisWealthManagement.com or call 410-647-6762.

06/18/2026

Do you know the difference between a credit lock and a credit freeze?

06/17/2026

Executive Liquidity Event Series | 6 of 7: A Coordinated Framework

A liquidity event doesn't create a single planning challenge.

It creates a series of interconnected decisions.

Before the event, planning focuses on coordination.

During the event, planning focuses on protecting wealth and avoiding costly mistakes.

After the event, planning focuses on transforming liquidity into a long-term strategy that reflects your goals, values, and legacy.

The sequence matters. Call today to see how we partner with executives.

06/15/2026

Working in Retirement: New trend or same old story?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

06/15/2026

Executive Liquidity Event Series | 5 of 7: For Every Executive Who Has Been Waiting

Most executives know they should address these issues.

Many simply assume they'll have time later.

The challenge is that some of the most valuable planning opportunities are only available before the event occurs.

Once the transaction closes, certain options disappear forever.

Waiting may feel safe. Sometimes it's the most expensive decision of all.

06/13/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

Estimate how much life insurance coverage may be appropriate for your situation.