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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
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
This calculator can help you determine how soon you can pay off your mortgage.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.