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.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
How to Bake a Pie-R-A
Roth IRAs are tax advantaged in a different way from traditional IRAs.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
For homeowners who think their property taxes are too high, there are ways to appeal.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to compare the future value of investments with different tax consequences.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
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.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
You’ve made investments your whole life. Work with us to help make the most of them.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.