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Integrity & Trust
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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
Steps to be better positioned for turbulent events such as inflation, roller-coaster markets, and global events — and hopefully emerge even stronger.
Find out about cost-of-living adjustments that affect retirement plan contribution limits and other deductions and threshold amounts.
Leaving a job? Discover four options that are often available for managing funds in an employer-sponsored retirement plan.
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.
Compare the potential future value of tax-deferred investments to that of taxable investments.
How much can you afford to pay for a car?
How Long Will It Take to Pay my Balance?
Determine whether you should consider refinancing your mortgage.