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
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
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IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
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Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.