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.
Helpful Content
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
What's My 2026 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
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Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?