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
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.
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.