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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
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.
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Compare the potential future value of tax-deferred investments to that of taxable investments.