Articles By Joe Edgeworth

Joe has been a financial planner since 1992, working with individuals, families, and businesses. His company focuses 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. Joe has also shown over 2,000 people how to protect their nest egg and their loved ones from the catastrophic cost of Long-Term Care, along with showing parents and grandparents how to safely and tax-efficiently transfer their wealth to their children.
August 22, 2023

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The transition into retirement brings about various financial concerns for many individuals. How will one ensure a consistent income stream, protect against the stock market’s volatility, and beat inflation while. . .

June 19, 2023

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Financial Missteps that Fail Client Needs As financial advisors, we provide our clients with the best advice tailored to their unique needs, goals, and circumstances. Annuities, a prominent element in. . .

April 9, 2023

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A Life Insurance Policy Is Like Any Asset, It Has Value, and It Can Be Sold.  As we go through life, we face many challenges and uncertainties. One of the. . .

February 20, 2023

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Use the contractual guarantees of annuities to build your retirement income. Every decade people are living longer. From 1960 to 2019, the average life expectancy of Americans rose from 70. . .

November 28, 2022

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Banks CDs and Annuities have pros and cons. Here they are.... . .
November 7, 2022

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It’s no secret that retirement planning is often neglected, especially by young adults. However, a new study has found that the problem is particularly acute for women. According to the. . .

September 8, 2022

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Inflation poses a severe threat to all Americans and can cause profound damage to your retirement savings. As of June, the inflation rate in the US was a whopping 9.1%,. . .

August 4, 2022

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A cognitive bias refers to how our experiences and preferences distort our judgments and decisions. For example, when deciding whether to buy a new car, we might focus on the. . .

June 16, 2022

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When it comes to our investments, we all want to see them grow. But sometimes, the markets can be volatile, and we can be exposed to losses. While it’s normal. . .

April 5, 2022

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“If you are waiting for interest rate hikes before purchasing an annuity, you may want to reconsider.” Joe Edgeworth The Federal Reserve has begun declaring interest rate changes in the. . .

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