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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 looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Will you be able to afford nursing home care?
Use this calculator to estimate how much income and savings you may need in retirement.