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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
Considering some important issues now could provide more options in the event of early retirement.
New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
The standard monthly Part B premium is $185 in 2025, but premiums for both Part B and Part D can vary based on income levels.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
How much can you afford to pay for a car?
How Long Will It Take to Pay my Balance?