Blog

Scary Financial Mistakes: Defaulting on a Retirement Plan Loan

October 9th, 2019|

By Edward “Ed” V. O’Neal, Vice President and Manager, Retirement Plans

Sometimes just the surprises and uncertainty in our daily lives can be scary!   At times, things just don’t work out as planned and events can happen that we didn’t anticipate; like a job change or health issue.  And typically, these situations seem to happen at […]

Call Your Edwards Advisor for a Limited-Edition Pumpkin Spice Financial Plan!

October 8th, 2019|

By Joanne M. Welker, CFA, Senior Vice President and Manager, Advisory Services

Coffees, cereals, cookies, candies and now even Spam have a Pumpkin Spice edition product, so we thought maybe we should too!   With a Pumpkin Spice financial plan, we help our clients’ dreams from turning into pumpkins and assist them with spicing up their lives […]

Scary Financial Mistakes: What Is Your Financial Plan?

October 2nd, 2019|

By Debbie Placke, Vice President, Manager Financial Planning Tools and Marketing

Ghosts, goblins, monsters, spiders – What scares you? When it comes to your finances, mistakes and oversights can be very scary and costly!  During October, we will review some scary financial mistakes people commit in the hopes that you can avoid making them yourself.

For starters, […]

How Do You Spell Financial Aid? F-A-F-S-A

October 1st, 2019|

By Theresa Fry, Senior Vice President and Manager, IRAs, Retirement and Education Planning

October brings a lot of things…cooler weather, falling leaves, pumpkin spice everything, and if you are the parent of a senior in high school planning on going to college next year, probably a little panic.  That’s because it’s time to file the […]

Do you have the Time, Expertise and Desire?

October 1st, 2019|

By Joanne M. Welker, CFA, Senior Vice President and Manager, Advisory Services

Deciding if a brokerage (commission based) or an advisory (fee based) account is right for you may feel overwhelming or something you question in your mind even after the decision has been made.  Let’s start to break it down by considering these three things:

Time […]

A Little Rain on the Reign

September 30th, 2019|

By Pete Biebel, Senior Vice President

As a rule, I avoid imparting any political spin in these commentaries.  Still, I think everyone would agree that it hasn’t been all sunshine and warm breezes for the Trump administration during its reign.  Now, a new and darker storm threat has appeared.  The sudden possibility that impeachment hearings might […]

Powell’s Pawn Shop

September 23rd, 2019|

By Pete Biebel, Senior Vice President

I’ve never been in a pawn shop, but I think I understand how they work.  If I needed to pick up a little cash, I could take something of value I own to the pawn shop.  The shop would buy the item from me with the mutual understanding that I […]

September is Life Insurance Awareness Month: Are You Covered?

September 18th, 2019|

By Dan Schulte, Vice President and Manager, Annuities and Insurance

September is Life Insurance Awareness Month which is a month-long public awareness campaign sponsored by the nonprofit organization Life Happens.

If the income you earn would suddenly stop, due to death, could your family continue to meet their financial obligations such as paying the rent or mortgage, […]

What is “Key Employee” Life Insurance?

September 17th, 2019|

By Dan Schulte, Vice President and Manager, Annuities and Insurance

All businesses, regardless of their size, have key employees that are invaluable to the success of the company.  The death of an individual whose services are important to a business will almost certainly cause considerable losses and costs to the business. For example, some customers or […]

Happy Tax

September 11th, 2019|

By Joanne M. Welker, CFA, Senior Vice President and Manager, Advisory Services

It is understood that the phrase “Happy Tax” is a bit of an oxymoron, but as an investor that truly is what the capital gains tax is.  Did you make the investment hoping the value would go down?  No.  Are you happy that the […]