Joe Edgeworth

About Joe Edgeworth

Joe has been a financial planner since 1992, working with individuals, families and business's. His company focus's on teaching people how they can invest their money safely, with a 100% guarantee of their principle, earn a very respectable rate of return, and have income guaranteed for their lifetime. Web Site: edgeworth.retirevillage.com
Office: 800.824.8609 | The Edgeworth Insurance Group

How to Choose a Financial Planning Attorney

Should you consider using a financial planning attorney. Often, a simple meeting with an attorney can make all the difference in the world when it comes to an orderly asset transfer. Here’s a story to illustrate why a couple in Indiana decided to take the do-it-yourself approach to financial planning.  The husband died unexpectedly, and [...]

By |2019-03-20T20:21:23+00:00March 20th, 2019|Financial Planning|

Annuity Beneficiary: An Important Decision

Naming a beneficiary on an annuity can help lower probate expenses Annuities are contracts between an individual and an insurance company. Annuity contracts allow for the owner of the annuity to name a beneficiary so in the event of the death of the annuitant. Because this is a contract, the beneficiary will normally receive the [...]

By |2019-03-06T07:41:54+00:00January 25th, 2019|Annuities, Annuities 101|

People Depleting Their Retirement Funds Fast… Do Not Be One

According to a recent Harris Survey, people who take a lump sum from their employer-sponsored retirement plan are depleting those funds fast. In fact, 1 in 5 retirees has depleted it completely. After lump sum withdrawal, according to Harris Poll: 62% had money leftover 21% had completely depleted their funds 17% didn't know how much [...]

By |2017-11-20T21:35:20+00:00June 21st, 2017|Retirement Planning|

Divorce Can Be Very Costly To Retirement Planning

Make Sure You Understand the True Costs No one wants to think or talk about divorce, but the reality is, it does happen. Many people who plan to get divorced hold the misconception that they will be able to maintain their current financial lifestyle. "Two can live as one" As the old saying goes. While [...]

By |2019-03-20T06:44:30+00:00June 4th, 2017|Financial Planning|

Greed and Fear Can Destroy Your Finances

Greed and fear are human emotions and with them can come human mistakes. Fear: an unpleasant emotion caused by the belief that there is a threat that could harm you. Greed: An intense and selfish desire for something, especially wealth. While these words are, by definition, very different, they relate to each other in the [...]

By |2017-10-23T01:10:51+00:00May 25th, 2017|Retirement Planning|

Make Sure Your Credit Score Is Accurate or It Could Cost You

Credit bureaus track consumers’ credit history: making sure they pay their bills, aren’t late on those bills and how much debt they carry. There are many credit bureaus but big three are Experian, TransUnion, and Equifax. When you try to borrow money from a lender the lender pulls your credit report from one or more [...]

By |2019-03-20T22:20:32+00:00April 11th, 2017|Financial Planning|

3 Overlooked Tax Reductions That Will Shock You

Make sure you do not forget these tax deductions   There are the standard tax reductions every taxpayer knows about, but there are three others few realize that they can deduct to reduce their taxes. Plus a bonus! Volunteer work donations Many American volunteer their time and services to nonprofit organizations instead of making financial [...]

By |2019-03-13T15:42:43+00:00April 3rd, 2017|Taxes|