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Integrity & Trust
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-Kelli S. Phifer, Financial Advisor
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 compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
This calculator can help you determine how soon you can pay off your mortgage.
How Long Will Your Funds Last?
This calculator is designed to help you attach a dollar figure to your life’s work.
Estimate the future value of your current savings.