Blog articles on financial planning, investing, retirement, and other topics relating to wealth management and personal finance.
Disclaimer: Blog articles are for informational purposes only and should not be misinterpreted as personalized advice of any kind or a recommendation for any specific investment product, financial or tax strategy. These articles should not be used as the basis for making any type of tax, financial, legal, or investment decision.
Phronesis Wealth Management |
Friday, September 1, 2023
Don't let the noise control your financial decisions. Say goodbye to being influenced by politics, market volatility, news, and social media frenzy. Focus on your savings rate, not the noise. Let our team help you cut through the chaos.
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Richard C. Osman, CFP®, CLU®, ChFC®, CASL® |
Tuesday, August 1, 2023
Losing a loved one is a deeply challenging experience, and the emotional toll can be overwhelming. But amidst the grief, it's important to address the financial matters left behind.
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Phronesis Wealth Management |
Monday, July 3, 2023
More than ever, people are being asked: “Can you be my trustee?” If you’ve been named a trustee, or if someone asked you and you are considering it, contact the financial planning team at Phronesis Wealth Management for help.
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Phronesis Wealth Management |
Monday, June 5, 2023
As your child turns 18, it's crucial to consider important documents like Health Care Power of Attorney, Financial Power of Attorney, and a Simple Will.
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Phronesis Wealth Management |
Sunday, April 30, 2023
Are you at a crossroad where you are considering a career change or perhaps retiring sooner than planned? Many Americans are reevaluating their job and career strategy since the pandemic.
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