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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 compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
Will you be able to afford nursing home care?
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.