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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
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.