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.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Learn about the latest sport to sweep the nation with this informative article.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Important items to consider when purchasing condo insurance.
How long does a $20 bill last?
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your capital gains tax.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A special needs trust helps care for a special needs child when you’re gone.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
What does your home really cost?
Here’s a quick guide to checking to see if you have unclaimed money.
What is your plan for health care during retirement?