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
Kelli S. Phifer, Financial Advisor
1555 Mason Street
Wheatland,
WY
82201
Phone:
- (307) 322-3911
Fax:
- (307) 322-3247
E-mail:
Newsletters
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Building Financial Resilience
Steps to be better positioned for turbulent events such as inflation, roller-coaster markets, and global events — and hopefully emerge even stronger.
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Key Retirement and Tax Numbers for 2023
Find out about cost-of-living adjustments that affect retirement plan contribution limits and other deductions and threshold amounts.
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Taking Control of Your Retirement Savings
Leaving a job? Discover four options that are often available for managing funds in an employer-sponsored retirement plan.
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HOT TOPIC: Is the Yield Curve Signaling a Recession?
An inversion of two-year and 10-year Treasury notes has preceded each recession for 50 years. This article looks at the current yield curve and what it might mean for the economy.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Car Affordability
How much can you afford to pay for a car?
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.