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
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
What It Takes to Become an Accredited Investor
What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.
Debt Stress
There’s a link between debt and stress.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
2026 Tax Law Changes
The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.
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Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
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.