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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
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
How much can you afford to pay for a car?
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
A balance sheet summarizes your assets and liabilities and reveals your net worth.