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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 provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
How Long Will Your Funds Last?
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
This calculator can help you determine whether you should consider converting to a Roth IRA.