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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
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
How much do you need to save each year to meet your long-term financial goals?
How much will it cost to pay off a loan over its lifetime?
Use this calculator to estimate the cost of your child’s education, based on the variables you input.