Phoenix Financial Group, LLC

09/02/2026

Ladies, are you ready for retirement? ✨

Retirement planning is about more than choosing a date. It’s about creating a financial plan that supports the life you want to live when that day comes.
Whether retirement is right around the corner or still a few years away, now is a great time to make sure you’re prepared for what’s next.

09/02/2026

Those ticker symbols and target-date funds can look like alphabet soup—but understanding what you own can help you make more informed decisions about your future. A little education can go a long way, especially when retirement is still years away.

Don’t just contribute. Know what your money is doing.

09/02/2026

For many Gen Xers, retirement is starting to feel less like a distant milestone and more like a looming financial reality.

The oldest members of the generation will turn 62 next year, the earliest age to claim Social Security. At the same time, many are approaching retirement with limited savings and fewer pensions than previous generations had.

The median Gen X retirement savings balance is about $107,000, while members of the generation estimate they’ll need roughly $700,000 for retirement. Social Security may also become an increasingly important source of income, with 41% of workers over 55 saying they expect it to be their primary source in retirement.

That gap is prompting some Gen Xers to rethink when they’ll stop working, how much they may need to save, and what retirement could realistically look like.

If retirement is getting closer, this may be a good time to review your savings, expected Social Security benefits, and other sources of retirement income.

Millions of Generation X Americans expect to depend on Social Security as their main — or only — source of retirement income.

09/01/2026

Broken Arrow, we’d love your vote! 💚
When voting for Best in BA 2026, click Professional Services, then find Phoenix Financial Group under Financial Planning & Investment.
Thank you for taking a few minutes to support our team. Your vote means so much to us!

Best in BA 2026 is a community-driven season of nominations, voting, business visibility, winner recognition, and the October 3rd, 2026 celebration in Broken Arrow, Oklahoma.

09/01/2026

What do you actually want retirement to look like?

Maybe it’s more travel. Maybe it’s helping the grandkids. Maybe it’s simply having the freedom to say yes without wondering if every decision puts the plan at risk.

The goal isn’t just to save for retirement. It’s to build a plan that helps you use your money for the life you worked so hard to create.

08/31/2026

We’d be honored to have your vote! 💚✨

Phoenix Financial Group is nominated for Best Financial Planning Firm in Best in BA 2026, and your support means so much to our entire team.

For more than four decades, we’ve had the privilege of helping individuals and families plan for their futures with confidence. Being recognized right here in the Broken Arrow community we’re so proud to serve makes this nomination even more special.

🗳️ Voting is open DAILY through September 13th!
Find Phoenix Financial Group under Best Financial Planning Firm.

CLICK HERE: https://bestinba.com/vote/financial-planning-and-investment

Thank you for trusting us, supporting us, and allowing us to be a part of your financial journey.

We’d be truly honored to have your vote! 💚

08/31/2026

Inflation is still running above the Federal Reserve’s 2% target.

The Fed’s preferred inflation gauge, the personal consumption expenditures price index, rose 0.2% in July and 3.7% from a year earlier. Core PCE, which strips out food and energy prices, increased 3.3% annually.

The report also showed personal income rose 0.4% while spending increased 0.2%.

For consumers, that means price pressures haven’t disappeared, even as some categories, including gasoline and other energy-related goods, moved lower during the month.

With inflation still elevated, the latest numbers may remain an important part of the Fed’s upcoming interest-rate discussions.

The personal consumption expenditures price index was expected to rise 0.1% monthly and 3.6% on a 12-month basis, according to economists surveyed by Dow Jones.

08/29/2026

What happens to your bank accounts after you die may not be as simple as your family expects.

Joint accounts, payable-on-death designations, frozen accounts, even safe deposit boxes can all come with rules and delays that catch families off guard.

A little planning now can save the people you love a lot of confusion later.

08/28/2026

Just a fun Friday morning at the office 💃 Gabby’s Dollhouse sing along 🎶 😂

08/28/2026

I hope your day started with dancing and singing, twirling and jumping 🥰