Edwards Investments, LLC

08/31/2026

📚 401(k) investing comes with plenty of terminology. How many of these terms can you define? 🤔💼
From vesting and employer matches to asset allocation and target-date funds, our guide covers essential 401(k) terms every investor should know. 📊💰

Understand the language. Review the details. Stay informed. 🔎

Know these 401(k) terms every investor should know and start making more informed decisions about your retirement savings today. Read more.

08/24/2026

💍 Married couples may have more than one 401(k) to consider—but are you familiar with the rules that apply to each account? 💼📊

Explore what married couples should know about their 401(k)s, including beneficiary designations, contribution strategies, account management, and key planning considerations. 💰📋

Knowledge can help you make more informed financial decisions. 🔎

Married couples and their 401(k)s: How to coordinate your employer match, name beneficiaries, and handle a 401(k) after death or divorce.

08/17/2026

🔄 Rolling over a 401(k)? New IRS guidance may affect how certain rollover rules are understood. 📋💼

Explore what the guidance says about 401(k) rollovers, including key tax considerations, eligibility requirements, and rules to review before making a decision. 💰📊

Stay informed. Know the rules. ✅

New IRS guidance for 401(k) rollover rules to simplify moving your retirement savings. Learn what’s changing and how the new process might work.

08/04/2026

08/03/2026

Fall spending can add up quickly. From back-to-school costs to seasonal expenses, now may be a good time to review your budget and retirement contributions.
Explore practical considerations for balancing everyday spending with retirement savings—without overlooking your current financial priorities.

Fall spending adds up fast. Here's how to build a fall spending budget in August and keep your retirement savings on track through December.

07/27/2026

👨‍👩‍👧 Did you know some children may be eligible to contribute to a Roth IRA if they have earned income? 💼💰

Learn what parents should know about opening a Roth IRA for a child, including eligibility requirements, contribution rules, and key considerations. 📚

Learn how a custodial Roth IRA for kids works and why starting early may help your child build wealth through tax-free growth.

07/20/2026

📈 Americans are saving more than ever—but more workers are also tapping into their 401(k)s. 🤔💼

What’s driving this trend? Explore the factors behind rising retirement savings alongside increased hardship withdrawals and what they may mean for retirement planning. 📊💰

07/15/2026

What does it mean to work with a fiduciary?

The term "fiduciary" gets used a lot in the financial world, but it has an important meaning. It means putting the client's best interests first.

I'm proud to have earned and maintained the Certified Financial Fiduciary® designation, which reflects my commitment to a client-first approach and ongoing professional standards. I've held this designation since 2018 and remain committed to helping individuals and families make informed financial decisions with clarity and confidence.

If you have questions about retirement planning, investments, or simply want a second opinion on your current strategy, I'm always happy to have a conversation.

07/14/2026

Have you had your check-up this year?

Advertorial Owen Edwards, Certified Financial Fiduciary®, Why Older Annuity Contracts Deserve a Fresh Look Jul 2, 2026 Jul 2, 2026 Comments Facebook Twitter WhatsApp SMS Email Facebook Twitter WhatsApp SMS Email Print Copy article link Save Facebook Twitter WhatsApp SMS Email Print Copy article lin...

06/29/2026

Celebrate freedom—not overspending!
Check out these 7 budget-friendly 4th of July ideas for 2026 that may help you enjoy the holiday without blowing your budget. From backyard BBQs to free local festivities, fun doesn't have to be expensive!
Celebrate smart and save more for what you feel matters most.

July 4, 2026, is America's 250th birthday, and spending will be record high. Here are 7 budget-friendly 4th of July ideas to celebrate big without overspending.