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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
Telehealth skyrocketed during the COVID-19 pandemic and continues to be popular. This article looks at the potential benefits of virtual health care.
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
Spring is a good time to clean out and organize financial records. This article offers guidelines on how long different types of records need to be retained.
How much life insurance would you need to produce a sufficient income stream for your family?
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
How much will it cost to pay off a loan over its lifetime?
How much can you afford to pay for a car?