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. insurance

insurance

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.

Tags:
  • budget
  • Financial Planning
  • insurance
  • Read more

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.

Tags:
  • Financial Planning
  • insurance
  • Read more

Go to the Gym for Lower Insurance Premiums

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

It stands to reason that, people who manage to get to the gym on a regular basis are generally healthier people. What you may not know is that they can also be wealthier people because they may pay lower premiums on their insurance.

Tags:
  • budget
  • health
  • insurance
  • Read more

Asset Protection: 5 Things You Probably Haven't Considered

Submitted by Edwards & Associates Financial Services, Inc. on December 13th, 2017

Business owners who have acquired a lot of personal assets face the possibility of having their assets targeted by creditors who want to resolve a business liability. This is especially true in the case of a business owner who guarantees a debt of the business with his personal assets.

Tags:
  • business, insurance, liability protection
  • insurance
  • Read more

Is Your Classic/Collector Car Underinsured?

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

In the wake of hurricanes Harvey and Irma, two of the worst storms to make landfall in the U.S., the fate of thousands of homeowners is still up in the air. So, it may seem a bit trivial to point out that the storms also destroyed thousands of luxury and classic cars.

Tags:
  • insurance
  • Read more

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.

Tags:
  • Financial Planning
  • insurance
  • Read more

Helpful Life Insurance Advice You Can Use

Submitted by Edwards & Associates Financial Services, Inc. on November 14th, 2016

Few consumer products are the object of a love/hate relationship as life insurance.  The thought of buying life insurance is not something that most physicians relish, yet, if it is done right, it can provide the greatest peace-of-mind a person can have. The key is to do it right.

Tags:
  • insurance
  • Read more

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, 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.

© 2023 Edwards & Associates Financial Services, Inc.. All rights reserved.

Website Design For Financial Services Professionals