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
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 the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
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.
This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
How much life insurance would you need to produce a sufficient income stream for your family?
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.