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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
Probate can result in added expenses and delays when settling an estate. Read about four ways to avoid the probate process.
Do you know how to fund an IRA for a nonworking spouse? These IRS rules can help couples build retirement savings based on joint income.
The electric-vehicle market is evolving quickly. This article offers some ideas to consider before purchasing an electric vehicle.
A discussion of the dynamics of the current job market — one that is quite possibly the most worker-friendly in many years.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Determine whether you should consider refinancing your mortgage.
Estimate the future value of your current savings.
Use this calculator to estimate how much income and savings you may need in retirement.