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
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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.