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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 discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
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This calculator can help you determine whether you should consider converting to a Roth IRA.
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