Broker Check


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.


Monday, April 1, 2024

Planning for retirement? Don't forget about healthcare expenses. Discover expert strategies for financial preparedness in our latest article. From estimating costs to investing in wellness, our financial advisors have you covered.


Friday, March 1, 2024

Discover the pivotal role tax planning plays in personal finance. Learn the significance of strategically managing taxes to optimize returns and preserve wealth, and planning for retirement and estate taxes.


Thursday, February 1, 2024

Optimize your financial future with expert-driven comprehensive financial planning. Explore strategies beyond the ordinary, including estate planning, income protection, and more. Take proactive steps for resilience in an uncertain world.


Tuesday, January 2, 2024

Planning for your financial future? Whether you're starting out or reassessing, it's key to have a well-established and monitored financial plan. Focusing on individual goals, we'll help you navigate the complexities of personal finance.


Friday, December 1, 2023

The "Sandwich Generation" juggles supporting aging parents and their own families. Financial stress and caregiving take a toll on physical and emotional health. It's important to not neglect your retirement planning amidst the chaos.


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Wednesday, November 1, 2023

Dreaming of a lottery win is fun, but let's face it—more realistic financial windfalls happen every day. Whether it's selling a business, inheriting money, or cashing in stock options, handling sudden wealth requires careful consideration.


Monday, October 2, 2023

It's always best to consult a trusted and certified financial professional who can offer personalized advice based on your specific needs. They have the necessary knowledge and experience to guide you effectively in matters of finance.


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.


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.


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.


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.


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.


Monday, April 3, 2023

Questions about college savings? For many families the cost of college tuition can be overwhelming.


Wednesday, March 1, 2023

To leave an indelible legacy, we first need to define what we want this legacy to be. And that means having some serious conversations as a family.


Wednesday, February 1, 2023

What is a backdoor Roth IRA, also known as a Roth IRA Conversion, and how can it work for you?


Friday, January 6, 2023

Congratulations. You have finally decided it’s time to meet with a financial advisor. You’ve entered their office. You’re sitting in front of them. Now what?


Thursday, December 1, 2022

If the Mayo Clinic deserves a second opinion, don’t your finances? When it comes to our health, a second opinion is common. It’s expected. It’s the norm.


Monday, November 7, 2022

You’ve spent a lifetime saving for retirement, but is it enough?