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.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Lesser Known Provisions of the SECURE Act
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
The item most homeowners forget on their home improvement project checklist is insurance.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Learn how to address the challenges that women face when planning for retirement.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Five overlooked tax deductions to help manage your tax bill.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps estimate your federal estate tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much you have the potential to earn during your working years.
Estimate the total cost in today's dollars of various mortgage alternatives.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
You’ve made investments your whole life. Work with us to help make the most of them.
With alternative investments, it’s critical to sort through the complexity.