By Dan Schulte, Vice President and Manager, Annuities and Insurance
Did You Know There is a Financial Product That Can Offer Some Peace of Mind During Uncertain Times Like Now?
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Educational Resources
March 19, 2020
Tad Edwards, Founder, Chairman, CEO and President of Benjamin F. Edwards, shares news and insights about our business with clients, Financial Advisors and employees in his longstanding “Tad Update” column. Each edition illuminates the Edwards culture and its connective thread to our continuing legacy — the inspiration for our continued growth.
December 9, 2019
Caution: Panic Can Be Infectious
By Pete Biebel, Senior Vice President
Lifetime “Stretch” IRA Dies; Life Insurance Lives
By Dan Schulte, Vice President and Manager, Annuities and Insurance
Tax Tip Tuesdays: Eight Questions to Ask Your Tax Professional
By Chris Whiting, CFP®, Executive Vice President, Director of Sales and Marketing
Some IRA Distributions Require Self-Reporting on Your Tax Return
By Theresa Fry, Senior Vice President and Manager, IRAs, Retirement and Education Planning
Tax Tip Tuesdays: Filing Early, Are There Benefits?
By Edward “Ed” V. O’Neal, Vice President and Manager, Retirement Plans
Year-End Review and Outlook
By Pete Biebel, Senior Vice President
Year-End Financial To-Do: Create a Plan for the Future
By Debbie Placke, Vice President, Manager Financial Planning Tools and Marketing
Year-End Financial To-Do: 529 Plans and Education Expenses
By Debbie Placke, Vice President, Manager Financial Planning Tools and Marketing
Year-End Financial To-Do: Time to Review and Rebalance Your Portfolio
By Bruce Buerkle, CFA, Senior Vice President, Manager Securities Research Support
Long Term Care Insurance Month – A Personal Story
By Joanne M. Welker, CFA, Senior Vice President and Manager, Advisory Services
Year-End Financial To-Do: Considering the Tax Loss Harvesting Strategy
By Chris Whiting, CFP®, Executive Vice President, Director of Sales and Marketing
Year-End Financial To-Do: Holidays Are a Great Time to Address “LTC Denial” – 2019
By Dan Schulte, Vice President and Manager, Annuities and Insurance
Year-End Financial To-Do: Strategies for Improving Employee Participation in Employer Sponsored Retirement Plans
By Edward “Ed” V. O’Neal, Vice President and Manager, Retirement Plans
Year-End Financial To-Do: Managing Mutual Fund Capital Gain Distributions
By Theresa Fry, Senior Vice President and Manager, IRAs, Retirement and Education Planning, Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies and Bruce Buerkle, CFA, Senior Vice President, Manager Securities Research Support
Scary Financial Mistakes: Dying Intestate
By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies
Politics and the Estate Tax
By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies
Scary Financial Mistakes: Taking Social Security Early
By Theresa Fry, Senior Vice President and Manager, IRAs, Retirement and Education Planning
With Historically Low Interest Rates, Some Planning Ideas May Soar
By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies
National Estate Planning Week is October 21-27th
By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies
Scary Financial Mistakes: Needing Long-term Care Without a Plan – 2019
By Dan Schulte, Vice President and Manager, Annuities and Insurance
May 2, 2019
Scary Financial Mistakes: Defaulting on a Retirement Plan Loan
By Edward “Ed” V. O’Neal, Vice President and Manager, Retirement Plans
Scary Financial Mistakes: What Is Your Financial Plan?
By Debbie Placke, Vice President, Manager Financial Planning Tools and Marketing
How Do You Spell Financial Aid? F-A-F-S-A
By Theresa Fry, Senior Vice President and Manager, IRAs, Retirement and Education Planning
Do you have the Time, Expertise and Desire?
By Joanne M. Welker, CFA, Senior Vice President and Manager, Advisory Services
September is Life Insurance Awareness Month: Are You Covered?
By Dan Schulte, Vice President and Manager, Annuities and Insurance
What is “Key Employee” Life Insurance?
By Dan Schulte, Vice President and Manager, Annuities and Insurance
Happy Tax
By Joanne M. Welker, CFA, Senior Vice President and Manager, Advisory Services
New State-Run Retirement Plans Can Impact Business Owner Decisions
By Edward “Ed” V. O’Neal, Vice President and Manager, Retirement Plans
National 401(k) Day is a Reminder of the Importance of Helping Workers Stay on Track for Retirement
By Edward “Ed” V. O’Neal, Vice President and Manager, Retirement Plans
Diversify and Modernize Your Income Sources
By Pete Biebel, Senior Vice President
Can I Collect Social Security from My Ex?
By Theresa Fry, Senior Vice President and Manager, IRAs, Retirement and Education Planning
Retirement Income Series: How Confident Are You?
By Debbie Placke, Vice President, Manager Financial Planning Tools and Marketing and Nick Frigerio, Associate Vice President, Planning and Research Associate
Summer Savings Strategies: Budgeting and Saving
By Debbie Placke, Vice President, Manager Financial Planning Tools and Marketing
Growing after Transition: An Interview with Financial Advisor Libby Romack
Summer Saving Strategies: Protect Your Savings
By Dan Schulte, Vice President and Manager, Annuities and Insurance
Summer Savings Strategies: Get an Early Start on Investment Success
By Edward “Ed” V. O’Neal, Vice President and Manager, Retirement Plans
Nonprofit Organizations: Planning for Sustainability
By Nick Frigerio, Planning and Research Associate, Associate Vice President
Summer Savings Strategies: Keep Your Assets Tax Diversified
By Theresa Fry, Senior Vice President and Manager, IRAs, Retirement and Education Planning
Governmental Entities Strive to Find the ‘Right’ Mix of Benefits for Employees
By Edward “Ed” V. O’Neal, Vice President and Manager, Retirement Plans
Summer Savings Strategies: Fight Inflation
By Debbie Placke, Vice President, Manager, Financial Planning Tools and Marketing
Healthcare Providers Look for Ways to Attract the Best Talent
By Edward “Ed” V. O’Neal, Vice President and Manager, Retirement Plans
Summer Savings Strategies: Turn Summer Jobs Into Super Savings
By Theresa Fry, Senior Vice President and Manager, IRAs, Retirement and Education Planning
When to Consider a Nonqualified Deferred Compensation Plan?
By Edward “Ed” V. O’Neal, Vice President and Manager, Retirement Plans
Summer Savings Strategies: Riding the Waves of the Market While Building Your Nest Egg
By Debbie Placke, Vice President, Manager, Financial Planning Tools and Marketing
Take Action in Attracting and Rewarding Key Employees
By Edward “Ed” V. O’Neal, Vice President and Manager, Retirement Plans
Summer Savings Strategies: Asset Location and Why It Matters
By Nick Frigerio, Planning and Research Associate, Associate Vice President
Summer Savings Strategies: Minimize Your Tax Bill
By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies
Summer Savings Strategies: 5/29 Day!
By Debbie Placke, Vice President, Manager, Financial Planning Tools and Marketing
Summer Savings Strategies: Indexed Variable Annuities May Provide a Buffer from Loss
By Dan Schulte, Vice President and Manager, Annuities and Insurance
Summer Savings Strategies: Be Disciplined and Systematic
By Bruce Buerkle, CFA, Senior Vice President, Manager Securities Research Support
Summer Savings Strategies: The Earlier the Better – Graduates Should Start Saving for Retirement Now!
By Edward “Ed” V. O’Neal, Vice President and Manager, Retirement Plans
Tax Tip Tuesdays: What Will You Do with Your Tax Refund? Direct Deposit It to Your IRA!
By Theresa Fry, Senior Vice President and Manager, IRA’s and Retirement Planning
Tax Tip Tuesdays: To File Early or Not, That is the Question!
By Edward “Ed” V. O’Neal, Vice President and Manager, Retirement Plans