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With more than a century of experience, we provide updates and analysis on markets and the economy from a multitude of perspectives.

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  • Education Planning
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  • Scary Financial Mistakes
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Filter: “Scary Financial Mistakes”

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  • Scary Financial Mistakes - Costly Rollover Missteps

    Costly Rollover Missteps

    By Theresa Cagle-Fry, Senior Vice President, Manager IRAs. Retirement & Education Planning

    Oct 29, 2025 –

    The Internal Revenue Code is a labyrinth of thousands of shifting rules, sections and regulations—so vast and ever-changing…

    Scary Financial Mistakes
  • Scary Financial Mistakes - Failing to Revisit the Plan 2025

    Failing to Revisit the Plan

    By Ashlee Ogrzewalla, Vice President, Wealth & Client Strategy Manager

    Oct 22, 2025 –

    You built a financial plan. You set goals, made projections and picked investments. It feels good. But imagine…

    Scary Financial Mistakes
  • Scary Financial Mistakes: Not Protecting Your Most Valuable Asset—Your Income

    Not Protecting Your Most Valuable Asset—Your Income

    By Daniel Schulte, Senior Vice President and Manager, Annuities and Insurance

    Oct 15, 2025 –

    Is your family dependent on your ability to make an income now and in the future? If the…

    Scary Financial Mistakes
  • Scary Financial Mistakes: Navigating New Retirement Landscape Can Be Scary for Business Owners

    Navigating New Retirement Landscape Can Be Scary for Business Owners

    By Edward V. O'Neal, Senior Vice President and Manager, Retirement Plans

    Oct 8, 2025 –

    As we get closer to one of the most popular family holidays of the year, Halloween, thoughts turn…

    Scary Financial Mistakes
  • Scary Financial Mistakes - Benjamin F. Edwards

    Wasted Away Again in Litigationville

    By Jeffrey Wolfe, Senior Vice President and Manager, Wealth Planning Strategies

    Oct 1, 2025 –

    The calendar has turned to October, and while you have to wind your way through Christmas trees to…

    Scary Financial Mistakes
  • Needing Long-Term Care in Retirement Without a Plan

    By Daniel Schulte, Senior Vice President and Manager, Annuities and Insurance

    Oct 29, 2024 –

    The idea of having a prolonged physical illness, disability or a long-term cognitive impairment, such as Alzheimer’s, can…

    Scary Financial Mistakes
  • Financial Concerns Keeping Many Americans Up at Night

    By Ashlee Ogrzewalla, Vice President, Wealth & Client Strategy Manager

    Oct 22, 2024 –

    Alarming statistics reveal that many households struggle with their finances. This week, we’ll dive into some of the…

    Scary Financial Mistakes
  • Ever-Changing Retirement Landscape Can Be Scary for Business Owners

    By Edward V. O'Neal, Senior Vice President and Manager, Retirement Plans

    Oct 15, 2024 –

    For many business owners, one of the most challenging aspects of sponsoring a retirement plan is staying abreast…

    Scary Financial Mistakes
  • Underestimating the Cost of College Education

    By Theresa Cagle-Fry, Senior Vice President, Manager IRAs. Retirement & Education Planning

    Oct 8, 2024 –

    One scary financial mistake I often see parents make is underestimating the cost of a college education. For…

    Scary Financial Mistakes
  • An Uncoordinated Plan

    By Jeffrey Wolfe, Senior Vice President and Manager, Wealth Planning Strategies

    Oct 1, 2024 –

    Even though holiday decorations have been on the shelves for nearly a month, it’s October, which means it…

    Scary Financial Mistakes
  • Business Owners Beware – You Could be Missing Out on Retirement Plan Tax Incentives!

    By Edward V. O'Neal, Senior Vice President and Manager, Retirement Plans

    Oct 31, 2023 –

    The Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act, enacted on December 29, 2022, was designed…

    Scary Financial Mistakes
  • Be Sure to Avoid ‘Famous’ Estate Planning Mistakes

    By Jeffrey Wolfe, Senior Vice President and Manager, Wealth Planning Strategies

    Oct 24, 2023 –

    As Halloween nears, many people like to dress up as someone famous, whether real or fictional. However, you…

    Scary Financial Mistakes
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Benjamin F. Edwards® 1 N Brentwood Blvd, Ste 850 St. Louis, Missouri 63105 TF (855) 382-1600

Benjamin F. Edwards® & Co. (“BFE”) is a dually-registered broker-dealer and investment adviser and member of FINRA and SIPC, and its affiliate Benjamin F. Edwards Wealth ManagementSM LLC, d/b/a Edwards Wealth Management (“EWM”) is an SEC-registered investment adviser. BFE and EWM are affiliates through their common ownership by Benjamin Edwards, Inc. Depending on the context, the names “Benjamin F. Edwards®”, “Benjamin Edwards” or “Edwards” can refer to either EWM, BFE or both.

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