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
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Understanding ETFs: Building Blocks of Modern Investing
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgment.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
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Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.