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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
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
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.
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
How Long Will It Take to Pay my Balance?
How much do you need to save each year to meet your long-term financial goals?
How Long Will Your Funds Last?
Estimate the potential cost of waiting to purchase a long-term care insurance policy.