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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
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
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A balance sheet summarizes your assets and liabilities and reveals your net worth.
How much will it cost to pay off a loan over its lifetime?
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.