Skip to main content

  • AnnuityCheck
  • Home
  • About 
    • Our Team
    • Our Process
    • Our Clients
    • Our Services
  • Resources 
    • E-Books
    • Newsletter
    • Calculators
    • Useful Websites
    • Video Library
  • Money Chat
  • Contact
  • Client Login

    You are here

  1. Home
  2. college

college

Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Submitted by Edwards & Associates Financial Services, Inc. on March 5th, 2021

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new employer. In some cases, that employer will also offer matching contribution funds up to a certain percentage.

Tags:
  • budget
  • college
  • Newsletter
  • young adults
  • Read more

Financial Literacy for Children

Submitted by Edwards & Associates Financial Services, Inc. on November 13th, 2018

In a recent survey by JumpStart Coalition for Financial Literacy, only 26 percent of those between the ages of 13-21 said that they had been taught how to manage money. Yet, when they turn 18, kids are signing contracts for student loans, opening credit card accounts, and in many instances, living away from home with little financial guidance available.

Tags:
  • college
  • Read more

“Quick Grandpa, Bring the Money!”

Submitted by Edwards & Associates Financial Services, Inc. on March 1st, 2016

 

A dear friend of ours relayed a story about his young granddaughter that I just had to share. Our friend is a successful business man who, due to his financial acumen, retired early and now has more time in his schedule to devote to this young child. Through his desire to make each day with her special they have naturally forged a strong bond of love and many opportunities to create fun memories. Now, this precious young girl has a real penchant for ice cream and whenever she hears the melodic tunes of the truck she runs to her beloved grandpa for money –

Tags:
  • college
  • Read more

Archive

  • April 2021 (2)
  • March 2021 (2)
  • February 2021 (1)
  • November 2020 (2)
  • January 2020 (2)
  • November 2019 (3)
  • September 2019 (3)
  • August 2019 (3)
  • May 2019 (3)
  • April 2019 (3)
  • January 2019 (1)
  • December 2018 (3)
  •  
  • 1 of 4
  • ››

Categories

  • aging parents (1)
  • annuities (1)
  • annuities, retirement (1)
  • beneficary (1)
  • blog (2)
  • budget (34)
  • business, insurance, liability protection (2)
  • categories (1)
  • Charities (1)
  • charity (1)
  • college (3)
  • credit card (1)
  • Credit Cards (1)
  • dates (1)
  • debt (1)
  • disability (4)
  • Disability, Income Replacement, Budget, Financial Planning (1)
  • education (2)
  • emergency fund (1)
  • Estate Planning (1)
  • family (2)
  • family values (1)
  • family, baby, life planning (1)
  • Finance (1)
  • financial infidelity (1)
  • Financial Planning (13)
  • Financial Planning, retiring, beneficiaries, legacy, life insurance (1)
  • gifting (1)
  • gifts (1)
  • Goals (1)
  • health (2)
  • holidays (1)
  • Identity Theft (1)
  • income (1)
  • insurance (7)
  • insurance, financial planning (2)
  • insurance, retirement (1)
  • investing, risk management (1)
  • kids (1)
  • Life Insurance (2)
  • life planning (3)
  • lifestyle (1)
  • long term care (1)
  • loss of income (1)
  • Market (1)
  • Millennials (2)
  • money personality (1)
  • money scripting (1)
  • Neswletter (1)
  • newlyweds (1)
  • Newsletter (6)
  • Online Banking (1)
  • retirement (11)
  • Retirement Planning (1)
  • retirement, budget, financial plannint, income, lifestyle, retirement (1)
  • retirement, budget, goals (3)
  • retirement, financial planning, income (1)
  • Reverse Mortgage (1)
  • sandwich generation (1)
  • savings (3)
  • social security (3)
  • taxes (3)
  • technology (1)
  • valentine's day (1)
  • work/life balance (1)
  • young adults (1)
  • Young Professionals (1)

Contact Us

Don't hesitate to get in touch with us.

Got a question?

Phone: 503-537-2995
Fax: 503-538-3110
Toll Free: 866-699-9843

Allyn Edwards, RICP®​ - Wealth Manager
Email: allyn@eafsi.com

Diane Edwards, AWMA® - Accredited Wealth Management Advisor
Email: diane@eafsi.com

Hours of Operation
Monday through Friday
8:00am - 4pm CT

 

  • Sitemap
  • Legal, privacy, copyright and trademark information

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, ID, OR, TX, VA and WA.

© 2021 Edwards & Associates Financial Services, Inc.. All rights reserved.

Website Design For Financial Services Professionals