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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
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
This calculator is designed to help you attach a dollar figure to your life’s work.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Estimate the future value of your current savings.
How much will it cost to pay off a loan over its lifetime?