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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
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
Two different Purchasing Managers Indexes are generally considered to be leading economic indicators that can help businesses and investors make more informed decisions.
How Long Will It Take to Pay my Balance?
This calculator can help you determine whether you should consider converting to a Roth IRA.
How much do you need to save each year to meet your long-term financial goals?
Estimate the future value of your current savings.