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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.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.
How much do you need to save each year to meet your long-term financial goals?
Will you be able to afford nursing home care?
Estimate the future value of your current savings.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.