Joe Edgeworth

The Edgeworth Insurance Group

Articles

Questions & Answers Regarding Probate

March 23, 2022

Questions & Answers Regarding ProbateWho is in charge of the probate process?The Will names a personal ...

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Charitable And Individual Gifting Considerations

March 23, 2022

Charitable Gift AnnuitiesA charitable gift annuity (CGA) provides a structured way to give to charity while securing ...

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What Happens to your social security when you die?

March 21, 2022

What Happens To Your Social Security When You Die? What happens to your Social Security when ...

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Anger Emotions And The Lack Of Information

March 23, 2022

Anger Emotions And The Lack Of InformationI’m seeking some “advice from management.” This is a request ...

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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 ...

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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 ...

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Sequence Of Returns Risk

March 23, 2022

The “sequence of returns risk” or “sequencing risk” refers to the possibility that the timing and order ...

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Beneficial Long Term Capital Gain Tax Rates

March 21, 2022

Did you know the tax law changed on Capital Gains? Do you know how important it ...

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Invisible Fees in Mutual Funds

March 21, 2022

Transparency in the financial world has traditionally been lacking.As information sources have increased, along with it ...

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Annuities and Asset Protection

March 21, 2022

Annuities And Asset ProtectionAnnuities and Asset Protection: What you need to know!Joe Richmond (not his real ...

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Is Financial Planning Different Than Retirement Planning

March 23, 2022

Is Financial Planning Different Than Retirement Planning What is the difference? Make sure you know.Yes, it most ...

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A Comprehensive Guide To Annuities and Annuity Investing

March 21, 2022

A Comprehensive Guide To Annuities And Annuity InvestingWhat Are Annuities?In its simplest definition, an annuity is ...

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Even “temporary” inflation can drain off large amounts of your wealth

March 23, 2022

Even “temporary” inflation can drain off large amounts of your wealth “Warren Buffet once pointed out that ...

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Credit Score Information Frequently Asked Questions and Answers

March 23, 2022

Credit Score Information Frequently Asked Questions and AnswersMonitor and guard your credit rating.Learn how credit bureaus ...

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Social Security Will Run Out of Money

March 23, 2022

I know that is a broad and concerning statement intended to cause the reader to investigate ...

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Six Common Designations Used By Advisors And Agents

March 23, 2022

Six Common Designations Used By Advisors And AgentsChoosing a member of your financial team is a ...

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Minimizing Probate By Using a POD and a TOD

March 23, 2022

Use ‘Transfer on Death’ Form to Avoid Probate CourtAvoiding probate can be tricky, but you might ...

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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 ...

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Estate Executor: Duties and Obligations

March 21, 2022

An executor is a person responsible for managing the administration of a deceased individual's estate.Obligations can ...

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Medicare Reimbursements Shrink As Medical Costs Increase

March 23, 2022

If Medicare Reimbursements shrink, who pays the difference?As we age, we become less worried about paying ...

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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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