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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 how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Use this calculator to estimate how much income and savings you may need in retirement.
Will you be able to afford nursing home care?