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Financial Planning Led With
Integrity & Trust
"Work with someone face to face who understands what keeps you up at night.
Our reviews are free, easy and without obligation."
-Kelli S. Phifer, Financial Advisor
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
How much can you afford to pay for a car?
This calculator can help you determine whether you should consider converting to a Roth IRA.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.