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.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
This worksheet can help you estimate the costs of a four-year college program.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you may need to save for retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
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.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
$1 million in a diversified portfolio could help finance part of your retirement.
A special needs trust helps care for a special needs child when you’re gone.
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.
Smart investors take the time to separate emotion from fact.
Do you know these three personal finance sayings?