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
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Saving for College 101
Here's a crash course on saving for college.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
New Retirement Contribution Limits for 2026
A look at the new retirement contribution limits from the IRS.
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What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.