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
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
In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
This calculator can help you determine how soon you can pay off your mortgage.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.