A Plan Uniquely Yours
At Phoenix Wealth Partners, we are just that: your partner in a financial journey unlike any other. We serve as not just an advisor, but also as your advocate, educator, and friend. Our founder, Myra Slaybaugh, is passionate about serving others and helping those around her live a full and fulfilling life. Through financial planning, we can help you get from where you are today to where you hope to be tomorrow by crafting a plan that is uniquely yours. Contact us today to get started.Contact Us
Without any conflicts of interest, we put your needs first.
We deleted the hierarchy, which allows us to reduce fees and keep more money in our clients' plans.
No sales goals means we don't forsake our relationships to chase the next one.
An open architecture, with no proprietary financial products, enables our advisors to find an appropriate fit at competitive prices.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Technology tips to make your next trip even better.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your capital gains tax.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess whether you are running “in the black” or “in the red” each month.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Around the country, attitudes about retirement are shifting.
Here is a quick history of the Federal Reserve and an overview of what it does.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
The decision whether to buy or rent a home may have long-term implications.
A special needs trust helps care for a special needs child when you’re gone.