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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.
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
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.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.