Joe Edgeworth
The Edgeworth Insurance Group
Articles
What is tax-loss harvesting and will it work for you?
March 21, 2022
“For many investors, tax-loss harvesting is one of the most useful tools for reducing capital gains ...
Annuities Dirty Little Secret: Number 1
May 7, 2023
Annuity secrets will tell you the truth about annuities You have probably seen this ad: “Invest in an ...
Is It time For Your Company’s 401(k) Plan’s Annual Checkup?
March 21, 2022
Every night on the nightly news, it seems there is bad news about retirement plans, especially ...
Why Should I Plan If I Don’t Ever Want To Retire?
March 23, 2022
Why should I plan if I don’t ever want to retire?“Many people, especially small business owners ...
It’s Time to Review Your Life Insurance
March 23, 2022
Why You Should Review Your Insurance Regularly"Life events can have a massive impact on your financial ...
Transparency It Had To Come We Knew It All Along
March 23, 2022
Transparency: It Had To Come We Knew It All AlongDisclosure Disclosure DisclosureOur grandson, Andrew, is a ...
The Glidepath And Systematic Withdrawal Theory: Do They Still Apply In Today’s Interest Rate Environment?
March 1, 2022
William Bengen is considered the father of the systematic withdrawal theory. Bengen, in his extensive research, ...
The Golden Years Might Become Scary
March 23, 2022
When the Social Security Administration announced that for 2016, 2017, 2018, there would be NO “cost ...
Are Your Boomerang Kids Retiring With You?
March 23, 2022
Are Your Boomerang Kids Retiring With You? Have you delayed retirement because of the obligation to ...
Tax Scams: IRS Dirty Dozen
March 21, 2022
Tax Scams: IRS Dirty DozenIt is tax time, and with it will come many offers to ...
Avoiding Future Family Squabbles By Getting Started With Basic Estate Planning
March 21, 2022
Get Started with Basic Estate Planning Once you undertake the process, decisions need to be made and ...
Divorce Can Be Very Costly To Retirement Planning
March 23, 2022
Divorce Can Be Very Costly To Retirement PlanningMake Sure You Understand the True CostsNo one wants ...
The Float, Warren Buffett, Annuities and You
February 24, 2022
Understand how Warren Buffett uses float "Float" is defined as the time delay between a bank check being ...
Earn 10% Plus With An Annuity?
February 23, 2022
Watch out for bait and switch with annuity yields Annuities are not that type of high-yield investments ...
Protecting the Family Inheritance: Beneficiary-Controlled Trusts
March 21, 2022
In a perfect world:Your will would be drawn up, your assets distributed in a timely, no-hassle ...
Savings Bonds and Tax Deferral
February 23, 2022
Savings Bonds and Tax Deferral Savings Bonds and tax liability, make sure you understand the details. The ...
Market Volatility: Safety Nets Are Available
March 23, 2022
Market Volatility: Safety Nets Are AvailableA safety net can be important when things go bad.Several noted ...
How much money do I need in retirement?
March 23, 2022
"One of the thorniest issues facing retirees is how to determine much money they will be ...
Glass, Toilet Paper And Cell Phones
March 23, 2022
Glass, Toilet Paper And Cell PhonesWhat do glass, toilet paper, and cell phones all have in ...
Common Money Myths That Keep You Confused
March 23, 2022
Are you confused and frustrated about money?As they say, “If you repeat a lie often enough, ...
Joe Edgeworth
The Edgeworth Insurance Group
2715 Spring Valley Rd.
Lancaster, Pennsylvania 17601
joe.edgeworth@retirevillage.com
(800) 824-8609
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