Phillip M. Edwards, CFP® Financial Planning

Name: Phillip Edwards, www.phillipedwards.com
Address: One Monument Square STE 202, Urbana OH, OH, 43078, US
Telephone: (937) 652-3385

208 Patrick Ave. P.O. Box 627
Urbana, OH 43078

Phone:

(937) 652-3385

Fax:

(937) 653-3293

E-mail:

Calculators

You can review interesting calculators on my site.

Please feel free to contact us with any questions.

We have interesting videos for you to watch on my site.

Phillip M. Edwards, CFP®

Phillip M. Edwards at the floor of the New York Stock Exchange

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

The One Big Beautiful Bill Act includes many provisions that affect higher education.

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

How Long Will Your Funds Last?

Use this calculator to determine whether you qualify for the different types of IRAs.

Compare the potential future value of tax-deferred investments to that of taxable investments.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.