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
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgment.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
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A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.