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.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
The Other Sure Thing
Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Take the guesswork out of your IEP or SEP with this helpful article.
Calculating your potential Social Security benefit is a three-step process.
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
Use this handy calendar to remember the year’s most important financial dates.
An overview of some fundamental steps when a loved one passes.
This calculator helps estimate your federal estate tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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.
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.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Even low inflation rates can pose a threat to investment returns.
The decision whether to buy or rent a home may have long-term implications.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There’s an alarming difference between perception and reality for current and future retirees.