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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
You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.
This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.
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.
In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
How much life insurance would you need to produce a sufficient income stream for your family?
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.