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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
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
This calculator can help you determine how soon you can pay off your mortgage.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
How much do you need to save each year to meet your long-term financial goals?