Helping Clients Invest in Their Financial Dreams
With something as personal as your finances, it’s important to work with an advisor you trust and with whom you want to work for the long-term. After all, building a financial plan is not a one-time event; it is an ongoing process that requires adjustments as your life or goals change. At Kirkby, Phelan & Associates, we want to fill this role in your life. We welcome the opportunity to guide you along your financial path. Contact us to take the first step.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Determine your potential long-term care needs and how long your current assets might last.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Investors who put off important investment decisions may face potential consequence to their future financial security.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
What role would taxes play in your investment decisions?
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Use this calculator to compare the future value of investments with different tax consequences.
Assess how many days you'll work to pay your federal tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to better see the potential impact of compound interest on an asset.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate your monthly and annual income from various IRA types.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
What are your options for investing in emerging markets?
Check out this video to begin separating fact from fiction.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Learn about cyber liability insurance in this entertaining video.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.