Edwards Unity Wealth Planning

06/01/2026

“I’ve failed over and over and over again in my life. And that is why I succeed.” – Michael Jordan Failure isn’t something to fear, it’s what fuels growth. Every setback is a lesson, every loss a step forward. Keep showing up, keep learning, and trust that persistence will lead you to success. 💪🔥

05/28/2026

Roth IRAs
A Roth individual retirement account (IRA) is a personal savings plan that offers certain tax benefits to encourage retirement savings.

A Roth individual retirement account (IRA) is a personal savings plan that offers certain tax benefits to encourage retirement savings. Contributions to a Roth IRA are never tax deductible on your federal income tax return, which means that you can contribute only after-tax dollars. But amounts cont...

05/26/2026

Catch up on the markets in minutes. LPL’s Weekly Market Commentary breaks down the latest trends, read now:
https://www.unitywealthplanning.com/weekly-market-commentary

05/25/2026

This Memorial Day, we pause to honor and remember the brave men and women who gave their lives in service to our country.

05/22/2026

Saving smarter means having a plan that works as hard as you do. Discover how thoughtful strategies can turn discipline into long-term confidence.

05/21/2026

Required minimum distributions, often referred to as RMDs or minimum required distributions, are amounts that the federal government requires you to withdraw annually from traditional IRAs and work-based retirement plans after you reach age 73

Required minimum distributions, often referred to as RMDs or minimum required distributions, are amounts that the federal government requires you to withdraw annually from traditional IRAs and work-based retirement plans after you reach age 73 (75 for those who reach age 73 after December 31, 2032;....

05/19/2026

Knowledge is power when it comes to investing. Read this week’s LPL Market Commentary for the latest market perspectives:
https://www.unitywealthplanning.com/weekly-market-commentary

05/18/2026

“The secret to getting ahead is getting started.” — Mark Twain. Progress doesn’t begin with perfection, it begins with action. Take the first step, build momentum, and let consistency carry you forward. Every start is a step closer. 🚀✨

05/14/2026

An individual retirement account (IRA) is a personal savings plan that offers specific tax incentives to encourage you to save for retirement.

An individual retirement account (IRA) is a personal savings plan that offers specific tax incentives to encourage you to save for retirement. Currently, there are two types of retirement IRAs. Traditional IRAs allow for tax-deductible contributions under certain conditions. Roth IRAs are funded wit...

05/12/2026

Wondering what’s moving the markets this week? Dive into LPL’s latest Market Commentary for expert insights: https://www.unitywealthplanning.com/weekly-market-commentary