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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 explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
How Long Will It Take to Pay my Balance?
Knowing your likely life expectancy is an important factor in making long-term financial plans.
How much will it cost to pay off a loan over its lifetime?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.