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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
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
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 provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
How Long Will It Take to Pay my Balance?
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
How much life insurance would you need to produce a sufficient income stream for your family?