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Blog

Amber Phoenix | Jul 1, 2022

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
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Amber Phoenix | Jun 29, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Amber Phoenix | Jun 10, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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Amber Phoenix | May 25, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Amber Phoenix | Apr 15, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Amber Phoenix | Apr 11, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Amber Phoenix | Mar 15, 2022

Thinking of Filing for a Tax Extension? Here's What You Should Know

Tax Planning
If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
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Amber Phoenix | Mar 7, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Amber Phoenix | Feb 17, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
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Amber Phoenix | Feb 11, 2022

Why Financial Professionals Are Still Important

Finance
Robo Advisors
With the popularity of robo-advisors, are financial professionals still necessary?
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Amber Phoenix | Feb 7, 2022

Retirement Income Planning Requires Realistic Spending Assumptions

FINRA Reviewed
Retirement
If you have read any literature on retirement planning or have received advice from a financial professional, chances are you were presented with the 70% rule
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Amber Phoenix | Feb 4, 2022

Should You Have a Living Trust?

Estate Planning
FINRA Reviewed
A will is the foundation of your estate plan and it is essential if your financial affairs are to be settled in accordance with your wishes. If you die without
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Contact

P: 702-793-4432
F: 888-501-6151
E: info@PhoenixWealthMgmt.com

     

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9205 West Russell Road
Suite 240
Las Vegas NV 89148

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC. All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.*An annual small account fee is applied to accounts with less than $10,000 invested. Additional fees will apply.

Securities and Financial planning offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

Amber Phoenix | NV | 9205 W Russell Rd STE 240, Las Vegas, NV 89148 | CA Insurance Lic #0D39386

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