Financial Planning Led With
Integrity & Trust
"Work with someone face to face who understands what keeps you up at night.
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-Kelli S. Phifer, Financial Advisor
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
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.
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
How Long Will It Take to Pay my Balance?