Phoenix Wealth Advisors, LLC

Financial Guidance for Life's Transitions

"The nicest thing about not planning is that failure comes as a complete surprise, rather than being preceded by a period of worry and depression"
- Sir John Henry James

Our independent advice model is designed to help you confidently deal with the financial issues that life's transitions present. Whether it is planning for Retirement, Death of a Loved One, Career Change, Divorce, Exiting your Business, or the planning of your Estate Transfer, we help you plan for and reach the goals that you value, without taking unnecessary risk and without unduly sacrificing your current lifestyle.

Our goal is to help you make wise choices, informed by clarity and your priorities. Our style is low-key. Our size is intentionally small. Our solutions are customized. We listen more than we talk. Our interest is in your success.

Learning Center

Articles

Educate yourself on a variety of financial topics.
Calculators

A host of financial tools to assist you.
Newsletters

Timely Newsletters to help you stay current.
E-Seminars

Animated presentations to help you learn and decide.
Glossary

Financial terms from A to Z.
Tax Library

Manage your taxes and prepare for the upcoming tax season.

Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Disability Income Insurance

How much Disability Income Insurance do you need?

More Calculators →

Newsletters

Election Year Antics

As we enter a campaign cycle that is already unlike others we’ve seen, we can expect to see out-of-the-ordinary behavior by everyone from policymakers to Wall Street traders.

Develop a Life Plan

An out-of-date estate conservation strategy is about as useful as none at all, but by updating your estate documents periodically, you can help protect the assets you wish to pass on to your heirs.

Giving for the Greater Good

When you utilize a structured giving strategy, your efforts can help reap greater benefits for you, your heirs, and your favorite charity.

Retirement, Boomer Style

As the baby boomers leave the workforce for retirement, the nation is facing a shortage of workers to take their places. This demographic shift is expected to affect not only Social Security and Medicare, but the U.S. economy, as well.

More Newsletters →

Market Watch

August 29, 2008 @ 02:15 AM

Dow Jones Industrials	11,715.18	+ 212.67
Nasdaq Composite	2,411.64	+ 29.18
S&P 500	1,300.68	+ 19.02
S&P Mid-Cap 400	824.99	+ 12.78
Russell 2000	747.79	+ 14.84
10 Year Treasury Note	3.80	+ 0.02
Wilshire 5000	13,288.52	+ 196.94

[ Markets | Charts | Quotes | Portfolio ]