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.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Tax preparation may be the perfect time to give the household budget a check-up.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Read this overview to learn how financial advisors are compensated.
How to help determine life insurance needs to provide for your family after you pass away.
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.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Enter various payment options and determine how long it may take to pay off a credit card.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Understanding the cycle of investing may help you avoid easy pitfalls.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Here is a quick history of the Federal Reserve and an overview of what it does.