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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
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
How much do you need to save each year to meet your long-term financial goals?
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.