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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
The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.
An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.
A volunteer vacation offers an opportunity to give back, meet new people who share common interests, and become immersed in a different culture.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Will you be able to afford nursing home care?
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
How much would your monthly lease payment be?