Phillip Edwards, www.phillipedwards.com

Financial Planning, Tax & Business Consulting

Phillip M. Edwards, CFP®

Phillip M. Edwards at the floor of the New York Stock Exchange

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Determine whether you should consider refinancing your mortgage.

Settling an estate can be a difficult and time-consuming job as there are some specific duties that often fall on an executor.

Here is an overview of IRA distribution rules and options for surviving spouses and nonspouse beneficiaries.

How the Federal Reserve Board’s actions influence interest rates, economic growth, and inflation.

Roth IRA withdrawal and conversion rules and how they differ from other retirement plans.

About Us

One Monument Square, Suite 202 P.O. Box 627
Urbana, OH 43078

Phone: (937) 652-3385
Fax: (937) 653-3293

Market Watch

Last Closing Prices

Ticker Name	Percent Difference (when noted with %) otherwise Last Price	Difference (where applicable)
Dow Jones Industrials	25,017.44	- 1.56
Nasdaq Composite	7,028.48	- 3.03
Nasdaq 100	6,642.92	- 3.26

Phillip M. Edwards Financial Planning