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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 outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
How Long Will Your Funds Last?
Compare the potential future value of tax-deferred investments to that of taxable investments.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.