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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
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
Will you be able to afford nursing home care?
This calculator can help you determine how soon you can pay off your mortgage.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Knowing your likely life expectancy is an important factor in making long-term financial plans.