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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
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.
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.
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
How much can you afford to pay for a car?
Knowing your likely life expectancy is an important factor in making long-term financial plans.
This calculator can help you determine how soon you can pay off your mortgage.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.