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
Leaving a job? Discover four options that are often available for managing funds in an employer-sponsored retirement plan.
The pro-rata rule determines how much of a traditional IRA distribution is taxable. Read this article to learn how the rule is applied.
Now is the best time to start retirement investing for two key reasons: compounding and tax management. Read this article to learn more.
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.