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.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
A quick look at how federal income taxes work.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Being healthy not only makes you feel good, it may also help you financially.
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This questionnaire will help determine your tolerance for investment risk.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
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
There are a few things to consider when buying or leasing your next vehicle.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Learn about cyber liability insurance in this entertaining video.
When do you need a will? The answer is easy: Right Now.
Learn about what risk tolerance really means in this helpful and insightful video.