Joe Edgeworth

The Edgeworth Insurance Group

Articles

Tax Loss Harvesting

March 21, 2022

What is tax-loss harvesting and will it work for you?“For many investors, tax-loss harvesting is one ...

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Insider Guide To Variable Annuities

March 21, 2022

It has always been fascinating to me why this segment of the securities business has been ...

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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 ...

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Baby Boomers And Mortgage Debt

March 23, 2022

Baby Boomers And Mortgage DebtI remember when our church in Emmett, Idaho finally retired the mortgage.Our parish ...

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Why Your Spend Down Retirement Phase Requires Planning

March 23, 2022

Many investors, especially those within ten years of retirement, look for guidance as they near the ...

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Give your children the gift of a lifetime, money management

March 21, 2022

Four Things Every Parent Should Teach Their Kids About Money“Want to give your grandkids a lifetime ...

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Your Broker Wants You To Know All Quiet On The Western Front

March 21, 2022

If you haven’t read the colossal epic book about WWI, All Quiet on the Western Front, ...

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Is Your Retirement Income A Guess Or A Guarantee

October 1, 2022

When planning retirement, do you depend on projections based on future conditions, or do you plan ...

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The Dow Jones Industrial Average Will Hit 30,000

March 23, 2022

I remember well that statement being made at a financial convention years ago, the speaker followed ...

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What Happens To Bonds and Annuities If Interest Rates Rise

February 23, 2022

What Happens To Bonds and Annuities If Interest Rates Rise Interest rate changes may hurt the ...

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Wall Street’s Latest Attempt To Create An Annuity: Bond Tents

March 23, 2022

Wall Street’s Latest Attempt To Create An Annuity: Bond TentsBeware of bond tents that are disguised ...

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457 Retirement Plan Option

March 21, 2022

A 457 Plan might be a good choice for your retirement planningWhat Is A 457 Plan?A ...

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Should You Downsize When You Retire?

March 23, 2022

If you plan to sell your current home and move to a smaller one after retirement, ...

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FINRA And Its Relentless Attack on Excessive Fees

March 21, 2022

Let’s see…..hmm. The Commissioner of Baseball is also one of the franchise owners.The NFL is a ...

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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 ...

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Why Both Spouses Must Be Involved When It Comes To Retirement Planning

March 23, 2022

Why Both Spouses Must Be Involved When It Comes To Retirement Planning "But my spouse is ...

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US Treasury EE Saving Bonds: Good Idea Or A Stinker Idea?

March 23, 2022

US Treasury EE Saving Bonds: Good Idea Or A Stinker Idea?Buying a US Treasury EE Bond can ...

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The Curtain Is Drawn Back On Bond Sales

March 23, 2022

The Curtain Is Drawn Back On Bond SalesIf you get the chance to see the movie “The ...

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The Good News: The Longer You Live, The Longer You Live

March 21, 2022

The Longer You Live, The Longer You Live“I have felt for a long time a sense ...

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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 ...

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Joe Edgeworth picture

Joe Edgeworth

The Edgeworth Insurance Group

2715 Spring Valley Rd.

Lancaster, Pennsylvania 17601

joe.edgeworth@retirevillage.com

(800) 824-8609

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