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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
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Will you be able to afford nursing home care?
How much will it cost to pay off a loan over its lifetime?
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.