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  • Profile
  • Services
  • Phoenix Funds
  • Resources
    • Pricelist
    • Downloads
    • Monthly Reports
    • FAQ – Frequently Asked Questions
  • Career
  • Contact
  • Open an Account
    • Account Opening (Individual)
    • Account Opening (Corporate)
    • Joint Account Form
    • Client Update Form
      • Client Update Form – Individuals
      • Client Update Form – Corporate
      • Client Update Form – Estate

December 2025

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Financial Mistake

Top 5 Financial Mistakes to Avoid Before the New Year

BlogsBy Samuel ObayomiDecember 18, 2025

As the year winds down, it’s easy to get carried away with holiday spending, last-minute purchases, and the familiar “I’ll figure it out in January” mindset. However, December is one of the most critical months for your finances. Many people unknowingly make financial mistakes at this time that follow them well into the new year.…

Planning Your Finances

Why Planning Your Finances Now Can Change Your Next Year

BlogsBy Samuel ObayomiDecember 4, 2025

Planning your finances early is one of the most effective ways to build stability, reduce uncertainty, and position yourself for long-term growth. While many people wait until January to “get serious” about money, the truth is simple: the decisions you make today have a far greater impact on your financial outcomes over the next 12…

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