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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
The Misfit Annuity
June 20, 2023
Financial Missteps that Fail Client Needs As financial advisors, we provide our clients with the best ...
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. ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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, ...
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 ...
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 ...
Joe Edgeworth
The Edgeworth Insurance Group
2715 Spring Valley Rd.
Lancaster, Pennsylvania 17601
joe.edgeworth@retirevillage.com
(800) 824-8609
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