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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
Two different Purchasing Managers Indexes are generally considered to be leading economic indicators that can help businesses and investors make more informed decisions.
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.
Compare the potential future value of tax-deferred investments to that of taxable investments.
How much would your monthly lease payment be?
Will you be able to afford nursing home care?
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.