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
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Retirement Strategy After a Job Loss
Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
Retirement Is a Beginning
Key questions to answer when you are considering retirement.
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.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
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How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.