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
Passively managed index funds and actively managed funds can perform differently over different market cycles. Find out more about each.
The pandemic has underscored the importance of a well-stocked emergency fund. This article offers tips for building up a cash reserve.
While standard home and auto insurance may cover personal liability, a personal umbrella policy can help add an extra layer of protection.
Making benefit elections for next year? This article covers three key areas that require careful consideration during open enrollment.
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.