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.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
There are ways to improve your physical fitness without denting your fiscal fitness.
Here are six flags that may make your tax return prime for an IRS audit.
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
This early financial decision could prove helpful over time.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Marriage changes everything, including your insurance needs.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate your monthly and annual income from various IRA types.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Learn how to harness the power of compound interest for your investments.
Do you have causes that you want to support with donations?
Agent Jane Bond is on the case, cracking the code on bonds.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Bucket lists don’t have to be for tomorrow.