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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Avoiding Probate
Probate can result in added expenses and delays when settling an estate. Read about four ways to avoid the probate process.
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Building Blocks for Financing College with Less Debt
Financing a college education with minimal debt requires planning, saving, financial aid knowledge, research, and sound decision-making.
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Balancing Medicare and Work-Based Insurance
Read about rules and other considerations faced by workers who are eligible for both Medicare and employer-based health insurance.
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Where to Look for Lost and Forgotten Money
States hold unclaimed property for about one in 10 Americans. Here are some online resources that may help you find out if you’re one of them.
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.