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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 provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.
Determine whether you should consider refinancing your mortgage.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
This calculator is designed to help you attach a dollar figure to your life’s work.