Financial Planning, Tax & Business Consulting
Phillip M. Edwards, CFP®
Phillip M. Edwards at the floor of the New York Stock Exchange
Phillip M. Edwards, CFP®
Phillip M. Edwards at the floor of the New York Stock Exchange
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
Determine whether you should consider refinancing your mortgage.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.