Understanding Today’s Financial Environment
Welcome, I’m Steven Edwards, a financial professional in Newport Beach, California. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (949) 387-5211.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess whether you are running “in the black” or “in the red” each month.
This calculator demonstrates the power of compound interest.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Agent Jane Bond is on the case, cracking the code on bonds.
If you died, what would happen to your email archives, social profiles and online accounts?
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Learn how to harness the power of compound interest for your investments.
Smart investors take the time to separate emotion from fact.