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Money Chat

Money Chat is a new and fun extension of Edwards & Associates Financial Services, Inc. with Diane Edwards as author.

We believe that education should be fun and learning should never end. We hope you enjoy reading the articles and possibly gain a better understanding of financial planning, money personalities and creating a stronger ROL (return on life).

We would love to hear from you! If you have any questions, comments or topic suggestions for Diane, feel free to email her directly at moneychat@eafsi.com.

Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?

Submitted by Edwards & Associates Financial Services, Inc. on April 6th, 2021

If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse mortgage. Borrowing money from your home equity might sound like a good idea, but is it actually a wise move financially? Here are some things to consider when making the decision to take out a reverse mortgage on your home.

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Medicare in 2021: Here’s What You Need to Know

Submitted by Edwards & Associates Financial Services, Inc. on April 6th, 2021

Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare benefits change from year to year, and 2021 is bringing an increase in premiums for participants. The good news is, there are other ways to save on Medicare costs.

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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.

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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

 

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