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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
Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
This calculator is designed to help you attach a dollar figure to your life’s work.