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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
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
Two different Purchasing Managers Indexes are generally considered to be leading economic indicators that can help businesses and investors make more informed decisions.
This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
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This Cash Flow Analysis form will help you weigh your income vs. your expenses.
This calculator can help you determine whether you should consider converting to a Roth IRA.
How much do you need to save each year to meet your long-term financial goals?