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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
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.
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.
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
Use this calculator to estimate how much income and savings you may need in retirement.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Will you be able to afford nursing home care?
Use this calculator to estimate the cost of your child’s education, based on the variables you input.