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A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement 18 Years’ Worth of Days
 

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

Alternative Investments - Going Mainstream

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

Insurance Needs Assessment: When You're Young and Single

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Interested in a Fuel Efficient Car?

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

 

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgement.

Data Breach: Your Security To-Do List

This article provides a checklist of steps to take if you experience a data breach.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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