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Blog

Young woman pouring a drink for an older woman. They are sitting together at a table.
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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Two people having a picnic by a lake
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.
Read More
Elderly woman doing yoga in a park
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.
Read More
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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Hands holding a small wrapped present
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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Two older businesspeople looking at a tablet screen
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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Credit card being held
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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House in wide view
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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Amber Phoenix | Jan 31, 2022

Asset Allocation = Risk Allocation

Finance
FINRA Reviewed
Premium
Risk Management
While the current stock market boom has some people rejoicing it doesn’t appear as though their level of anxiety has abated much. Investors sometimes have short
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Amber Phoenix | Jan 28, 2022

For Financial Planning Success Consider the Impact of Behavioral Finance

Estate Planning
Finance
FINRA Reviewed
The success or failure of a financial plan is driven by a variety of possible influences. Factors like the right rate of savings, good investment selection, and
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default blog image
Amber Phoenix | Jan 24, 2022

What’s Your Risk Management Plan?

FINRA Reviewed
Insurance
Risk Management
Most people couldn’t bear the financial hardships resulting from unexpected events, such as a major house fire, a car accident, a disability or the premature
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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.

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