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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
This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.
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This calculator can help you determine how soon you can pay off your mortgage.
This calculator can help you determine whether you should consider converting to a Roth IRA.
This calculator is designed to help you attach a dollar figure to your life’s work.