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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
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.
This calculator can help you determine whether you should consider converting to a Roth IRA.
How Long Will Your Funds Last?
This calculator can help you determine how soon you can pay off your mortgage.
How much life insurance would you need to produce a sufficient income stream for your family?