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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
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
How Long Will It Take to Pay my Balance?
A balance sheet summarizes your assets and liabilities and reveals your net worth.