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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 provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
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.
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Determine whether you should consider refinancing your mortgage.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
How much will it cost to pay off a loan over its lifetime?