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
529 plans and Roth IRAs can both be used to save for college. This article compares the features of these two saving options.
Following a disastrous rollout last year, this article provides tips for submitting the redesigned Free Application for Federal Student Aid (FAFSA) for the 2025–2026 school year.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
An umbrella personal liability insurance policy can provide additional coverage in the event of a high-dollar liability claim or legal judgment.
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.