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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 looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
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.
Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Estimate the future value of your current savings.
How Long Will It Take to Pay my Balance?