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.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Tax preparation may be the perfect time to give the household budget a check-up.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
A quick look at how federal income taxes work.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Four vacation destinations you might never have thought of.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate your monthly and annual income from various IRA types.
Estimate how much you have the potential to earn during your working years.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Around the country, attitudes about retirement are shifting.
When markets shift, experienced investors stick to their strategy.
How will you weather the ups and downs of the business cycle?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.