Financial Planning, Tax & Business Consulting
Phillip M. Edwards, CFP®
Phillip M. Edwards at the floor of the New York Stock Exchange
Phillip M. Edwards Financial Planning
One Monument Square, Suite 202
P.O. Box 627
Urbana,
OH
43078
Phone:
- (937) 652-3385
Fax:
- (937) 653-3293
E-mail:
Newsletters
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ETFs Are Gaining on Mutual Funds: Here’s Why
Are you familiar with the differences between mutual funds and exchange-traded funds? This article compares and contrasts the two.
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Tips for Safe Online Shopping
This article offers ideas that could help online shoppers protect themselves from cyber criminals and scams.
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Virtual Health Care Is Here to Stay
Telehealth skyrocketed during the COVID-19 pandemic and continues to be popular. This article looks at the potential benefits of virtual health care.
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How Much Life Insurance Do You Need?
Three approaches to help determine an appropriate amount of life insurance coverage that can help meet changing financial needs.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.