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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
This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Will you be able to afford nursing home care?
Estimate the potential cost of waiting to purchase a long-term care insurance policy.