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.
What To Do When Your Income Reaches 7 Figures
Preserve your hIgh net worth with these foundational tips.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
How low can you go? We’re not talking about the limbo. We’re referring to sovereign bond rates.
Get the facts about guaranteed retirement income.
Financial acronyms you should know.
A change in your mindset during retirement may drive changes to your portfolio.
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
The teenage years are no easy feat no matter what. They are dealing with hormones, body changes, a demanding social scene, grades, and the impending pressure of leaving the nest. In our current world, teens are also facing....
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate your monthly and annual income from various IRA types.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
When markets shift, experienced investors stick to their strategy.
What are your options for investing in emerging markets?
With alternative investments, it’s critical to sort through the complexity.
The decision whether to buy or rent a home may have long-term implications.
If you died, what would happen to your email archives, social profiles and online accounts?
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?