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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
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
How Long Will It Take to Pay my Balance?
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Knowing your likely life expectancy is an important factor in making long-term financial plans.