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.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Understanding FDIC Insurance
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
Being healthy not only makes you feel good, it may also help you financially.
Why are they made again and again? Making sense of these errors in judgement.
This article provides a checklist of steps to take if you experience a data breach.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Learn about all the parts of Medicare with this informative and enjoyable article.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Use this calculator to estimate your capital gains tax.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess how many days you'll work to pay your federal tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how long your retirement savings may last using various monthly cash flow rates.
With alternative investments, it’s critical to sort through the complexity.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
A bucket plan can help you be better prepared for a comfortable retirement.
Have you explored all your options when it comes to managing your taxable income?
Taking your Social Security benefits at the right time may help maximize your benefit.