The SECURE Act changed how investment vehicles are handled. We're here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy. 1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."
Services
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
Our focus at Edwards Wealth Management is retirement income. Our goal is to provide you the best retirement lifestyle possible. Using your resources to generate a comfortable and lasting income requires a fundamentally different approach from the saving and accumulation phase. The decisions that have the biggest impact on retirement lifestyle often center around Social Security, pensions, withdrawal rates, healthcare, taxes, and housing.
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired - or approaching retirement - please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
In this video I talk with Jason Coleman and we discuss some strategies to use leverage and build wealth with real estate. Jason also updates us on the current state of mortgage market that has lowest rates ever recorded. The cost of life insurance continues to decrease as people live longer and new policies are available that can help insure against long term care (nursing home) expenses.
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