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
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 the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Determine whether you should consider refinancing your mortgage.
Will you be able to afford nursing home care?
This calculator can help you determine how soon you can pay off your mortgage.