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
Are you familiar with the differences between mutual funds and exchange-traded funds? This article compares and contrasts the two.
This article offers ideas that could help online shoppers protect themselves from cyber criminals and scams.
Telehealth skyrocketed during the COVID-19 pandemic and continues to be popular. This article looks at the potential benefits of virtual health care.
Three approaches to help determine an appropriate amount of life insurance coverage that can help meet changing financial needs.
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.