Financial Planning, Tax & Business Consulting
Phillip M. Edwards, CFP®
Phillip M. Edwards at the floor of the New York Stock Exchange
Phillip M. Edwards Financial Planning
One Monument Square, Suite 202
P.O. Box 627
Urbana,
OH
43078
Phone:
- (937) 652-3385
Fax:
- (937) 653-3293
Newsletters
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ABLE Accounts for Disability Expenses
Explore ABLE account requirements and potential benefits, including new saving opportunities under the 2017 tax law.
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Taking a Team Approach to Retirement Savings
Even if you and your spouse have separate retirement accounts, you may still be able to craft a unified savings and investment strategy.
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Community Property Laws: Yours, Mine, and Ours
Community property laws that apply in nine states and “equitable distribution” laws that apply in other states.
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Key Tax Breaks for Business Owners
Small-business owners will want to take full advantage of every legal tax break available, such as deductions for a home office and automobile expenses.
Calculators
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
Market Watch
July 16, 2019 @ 02:04 PM
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials ETF | -0.0% | |
| Nasdaq Composite ETF | -0.1% | |
| Nasdaq 100 ETF | -0.3% | |
| S&P 500 ETF | -0.1% |
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.