Edwards Investments, LLC

06/01/2026

What can keep Americans up at night when thinking about retirement?
From outliving savings to rising healthcare costs, discover some of the biggest retirement fears Americans face in 2026—and the steps you may take today to prepare for tomorrow.
We believe knowledge is power when it comes to your financial future.

In 2026, Americans are increasingly worried about retirement due to inflation, healthcare costs, Social Security uncertainty, market volatility, and fear of running out of money. Find out how to improve your retirement readiness.

05/26/2026

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Summer may be the perfect time to make money lessons FUN!
Check out these 16 fun ways to teach kids financial literacy this summer — from budgeting games to earning their own spending money.

Smart money habits could start young!

Teach kids financial literacy this summer with 16 fun and practical budgeting activities. Help children and teens learn saving, spending, budgeting, and money management skills that can last a lifetime.

05/18/2026

Want to help make the most of your retirement savings?
Discover what we believe are the 5 biggest benefits of a 401(k) — from tax advantages and employer matches to long-term growth potential.

Your future self may thank you for starting today!

A 401(k) offers tax savings, free employer money, and more. See the 5 key benefits of a 401(k) and how to make the most of your retirement savings in 2026.

05/16/2026

"GOT JUNK?"

Owen Edwards was born and raised in Northeastern Pennsylvania, where he continues to live and serve his community through his financial advisory practice. With nearly 30 years of experience, he is dedicated to empowering individuals and families

05/11/2026

Avoid turning your 401(k) into an expensive mistake 💸⚠️
Understanding the 401(k) withdrawal rules can help you avoid costly taxes and penalties—and keep your retirement goals on track. 📊💼

Before you cash out, know your options. 🔍💰

Learn how to avoid the 401(k) early withdrawal penalty in 2026, including 12 IRS exceptions that may let you keep more of your money. Read more.

05/07/2026

Local Certified Financial Fiduciary® Explains Why Now Is the Starting Line—Not the Finish Line—for Smart Tax Planning

Taxes Filed… Now What? The 5 Most Overlooked Moves That Can Reduce Lifetime Tax Bill As another tax season comes to a close, many individuals breathe a sigh of relief after filing their returns. But according to Owen Edwards, that sense of completion may be misleading. “Most people think tax pla...

05/04/2026

New job on the horizon? Don’t forget about your 401(k)!
From rolling it over to a new plan or IRA to leaving it where it is, knowing your options can make a big difference for your future.

Make the move that may keep your retirement on track.

Wondering what to do with your 401(k) when changing jobs? You have 4 main options. See what they are and the one mistake that may cost you thousands.

04/27/2026

Don’t let simple missteps cost you your future.
Our guide to 401(k) retirement planning mistakes to avoid in 2026 highlights what not to do—so you may stay on track, maximize your savings, and build the retirement you deserve.

Plan smarter today so you may have a stronger tomorrow.

401(k) mistakes aren’t just about saving too little – they’re also about poor planning. Common issues like tax-heavy accounts, lack of diversification, and early withdrawals can reduce your retirement income even if your balance is growing.   Takeaways Saving money isn’t enough—you need a...

04/22/2026

04/20/2026

Q2 is here—time for a financial check-in!
Our Second Quarter Financial Checklist for 2026 helps you stay on track with your goals—from boosting contributions to reviewing investments and fine-tuning your plan.

Small check-ins now may = big wins later.

Stay on track in 2026 with this second quarter financial checklist. Review your budget, boost your 401(k), rebalance your investments, and make smart money moves for the rest of the year.