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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
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.
Will you be able to afford nursing home care?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.