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Financial Planning

Should You Retire at the Same Time As Your Spouse?

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

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the same thought process and, in fact, one in four couples quit their jobs within a year of each other.

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  • budget
  • Financial Planning
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The Value of Investing with a Financial Professional Instead of a Do-It-Yourself Approach

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

Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can do-it-yourself with a simple online brokerage account? There are many reasons to trust a professional - read on to find out whether it’s worth it to go with the pros.

Active vs. Passive

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Retiring Soon? Look at Your Life Insurance Plans

Submitted by Edwards & Associates Financial Services, Inc. on September 9th, 2019

Retiring Soon? Look at Your Life Insurance! As you head into retirement, it makes sense to reevaluate your insurance coverage and make sure it’s sufficient.

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  • budget
  • Financial Planning
  • insurance
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How To Protect Your Personal Data

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

In light of recent security breaches at Facebook and Yahoo, it’s vital that we do a better job ensuring that our personal data remains hidden from criminals and hackers. In fact, Facebook and Yahoo were just two of the over 1,500 data breaches that occurred in 2017.

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  • Financial Planning
  • Identity Theft
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Informed Donating - A Few Key Points

Submitted by Edwards & Associates Financial Services, Inc. on May 7th, 2018

The U.S is considered the most generous country in the world, with two-thirds of Americans giving to charities annually. And this number continues to grow, with giving levels increasing every year since 2009.

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  • budget
  • Financial Planning
  • taxes
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Tax Planning Basics - Timely Updates

Submitted by Edwards & Associates Financial Services, Inc. on May 7th, 2018

For years it was assumed that tax planning was reserved for the wealthy. While wealthy individuals will see the most benefit from tax planning, with big changes looming for the 2018 tax year, even middle-income earners can reap the benefits of tax planning.  

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  • budget
  • Financial Planning
  • taxes
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A Summary of 2018 Tax Changes

Submitted by Edwards & Associates Financial Services, Inc. on May 7th, 2018

The Trump administration’s new tax reform bill was signed into law in December of 2017, representing the first major tax change in over 30 years. The changes are significant and are likely to affect nearly everyone in some measure; some positively, while others may find themselves with a higher tax bill in 2018.

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  • budget
  • Financial Planning
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Do Spouses Need the Same Amount of Life Insurance?

Submitted by Edwards & Associates Financial Services, Inc. on April 9th, 2018

Pat and Kelly, new parents, made a couple monthly budget adjustments upon the arrival of their first child. First, due to the added cost of day care and dependent health insurance, they decreased the amount they were saving for a house. And second, they agreed to review their life insurance needs.

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  • Financial Planning
  • insurance
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Financial Planning for Newlyweds

Submitted by Edwards & Associates Financial Services, Inc. on February 6th, 2018

Congratulations Newlyweds! Your fresh union symbolizes a new beginning facing the world. But before the glow of wedded bliss wears, it’s crucial to talk about finances.

Tags:
  • budget
  • Financial Planning
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Protecting Your Intellectual Capital

Submitted by Edwards & Associates Financial Services, Inc. on November 15th, 2017

Many people, who have achieved success and wealth through their business, have done so with their intellectual capital. What exactly is intellectual capital? This is the sum of the business’ hidden assets, such as its human resources, knowledge, intellectual property, and all of the client and stakeholder relationships that bring immeasurable value to the company.

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

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

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