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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
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
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.
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.
This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.
How much will it cost to pay off a loan over its lifetime?
This calculator is designed to help you attach a dollar figure to your life’s work.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.