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
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
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.