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
 

Home Affordability

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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Settling an Estate

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

Options for Inherited IRAs

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

HOT TOPIC: Monetary Policy: Should Investors Fear the Fed?

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

Consider a Roth for Tax-Free Retirement Income

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

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck