Joe Edgeworth

The Edgeworth Insurance Group

Articles

Mitigating Sequence of Returns Risk

February 10, 2024

Embarking on retirement amidst the turbulence of financial markets requires a well-thought-out strategy to shield one's ...

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How Your Financial Choices Impact Your Tax Bill

January 6, 2024

As you approach retirement, you may wonder how your financial decisions affect your tax situation. It's ...

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Key Performance Indicators in Gauging the Health of Your Retirement Plan

December 16, 2023

Assessing the health of your retirement plan is crucial to ensuring a comfortable and financially secure ...

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Unlocking the Benefits of the SECURE 2.0 Act and QLACs

November 9, 2023

The SECURE 2.0 Act, rolled out at the end of 2022, brings forward substantial alterations that ...

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Your Dependents Are Counting On You

October 11, 2023

Secure Their Future with Financial Safety Nets Family is the cornerstone of our lives. The smiles ...

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The Joys of Retirement in Lancaster, PA

September 22, 2023

When most people consider retirement locations, they often look towards coastal towns or sunbelt states, overlooking ...

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Addressing Retirees' Biggest Concerns with Fixed Indexed Annuities

August 23, 2023

The transition into retirement brings about various financial concerns for many individuals. How will one ensure ...

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The Misfit Annuity

June 20, 2023

Financial Missteps that Fail Client Needs As financial advisors, we provide our clients with the best ...

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A Life Insurance Policy Is An Asset You Can Sell

April 10, 2023

A Life Insurance Policy Is Like Any Asset, It Has Value, and It Can Be Sold.  ...

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Contractual Guarantees Will Help Build Your Retirement

February 20, 2023

Use the contractual guarantees of annuities to build your retirement income. Every decade people are living ...

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Should You Choose an Annuity or a Bank Certificates of Deposit?

November 28, 2022

If the safety and security of your vital funds is essential, which should you choose to ...

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Why Retirement is Harder for Women

November 7, 2022

It's no secret that retirement planning is often neglected, especially by young adults. However, a new ...

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Inflation: The Silent Thief of Retirement Savings

September 9, 2022

Inflation poses a severe threat to all Americans and can cause profound damage to your retirement ...

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5 Mistakes Investors Make When They Fail to Keep Their Cognitive Biases in Check

August 5, 2022

A cognitive bias refers to how our experiences and preferences distort our judgments and decisions. For ...

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Fixed Indexed Annuities, Why I Believe They Are The Best Retirement Planning Option Available

June 16, 2022

When it comes to our investments, we all want to see them grow. But sometimes, the ...

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For Some Seniors, Waiting For Interest Rates To Go Up Before Buying An Annuity May Not Be The Best Decision.

April 6, 2022

“If you are waiting for interest rate hikes before purchasing an annuity, you may want to ...

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Who Can Benefit From A Joint And Survivor Annuity?

February 18, 2022

“A “joint and survivor” annuity may provide greater peace of mind for couples over 65.  You ...

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Divorce Can Be Very Costly To Retirement Planning

July 12, 2021

Make Sure You Understand the True Costs No one wants to think or talk about divorce, ...

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Greed and Fear Can Destroy Your Finances

July 1, 2021

Greed and fear are human emotions, and with them can come human mistakes. Fear: an unpleasant ...

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3 Overlooked Tax Reductions That Will Shock You

April 3, 2021

Make sure you do not forget these tax deductions. There are the standard tax reductions ...

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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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