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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
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
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.
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
How much do you need to save each year to meet your long-term financial goals?
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Use this calculator to estimate how much income and savings you may need in retirement.