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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 looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
How Long Will It Take to Pay my Balance?
How Long Will Your Funds Last?
A balance sheet summarizes your assets and liabilities and reveals your net worth.