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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
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
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.
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
Estimate the future value of your current savings.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
This calculator is designed to help you attach a dollar figure to your life’s work.