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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 discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
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.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
How Long Will Your Funds Last?
How much life insurance would you need to produce a sufficient income stream for your family?
This calculator can help you determine whether you should consider converting to a Roth IRA.