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Sharon Davis-Edwards, Investment Adviser Representative

2163 Merrick Ave.,  Suite 3, 2nd Floor

Merrick, NY 11566   

Phone:

(516) 208-9988

Fax:

(516) 706-0293

E-mail:

What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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HOT TOPIC: The Shutdown is Over: What Now?

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Tax-Deferred Savings

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

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck