Edwards Investments, LLC

10/05/2026

10/05/2026

🤔 Thinking about changing your 401(k) investments? Before making a move, we recommend you take a closer look at your investment objectives, risk tolerance, time horizon, fees, and current asset allocation. 📊💼

Explore what to consider before changing your 401(k) investments and review the factors that may be relevant to your individual circumstances. 🔎

Stay informed. Review your options. Make decisions based on your situation. ✅

Thinking about changing your 401(k) investments? Learn how often you can, good reasons to make a change, and when it may make sense to hold steady.

09/28/2026

🎁 Holiday shopping can add up quickly. Before making a purchase, take a moment to pause and ask yourself 5 important questions. 🛍️💰

From affordability and necessity to your overall budget, these questions can help you evaluate holiday purchases with greater awareness. 📊🔎

Shop thoughtfully. Review your budget. Make informed spending decisions. ✅

Holiday spending catches up with you in January. Ask these 5 questions before every purchase to stay on budget and avoid holiday debt.

09/22/2026

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09/21/2026

📅 As 2026 comes to a close, now may be a good time to review your retirement savings strategy. 💼📊

Explore year-end retirement savings moves, including reviewing contributions, checking beneficiary designations, and considering applicable tax and plan rules. 💰🔎

Review the details. Understand your options. Make decisions based on your individual circumstances. ✅

Make these year-end retirement savings moves before 2026 ends: Review your 401(k), boost contributions, and use catch-up limits to finish strong.

09/14/2026

😰 Retirement savings can feel overwhelming—but breaking the process into manageable steps can make financial planning easier to navigate. 💼📊

Explore 3 ways to reduce retirement savings stress, including reviewing your budget, understanding your 401(k), and setting clear savings priorities. 💰🔎

Stay informed. Review your options. Make decisions based on your individual circumstances. ✅

Feeling anxious about retirement? Here are 3 ways to reduce retirement savings stress you can start working on this week.

09/08/2026

💡 Using an HSA as part of retirement planning? Avoiding common mistakes can start with understanding the rules. 📋💰

Our guide covers 7 common HSA mistakes to avoid, including contribution limits, eligible expenses, tax considerations, and recordkeeping. 📊🔎

Know the rules. Review the details. Stay informed. ✅

Using an HSA for retirement? Avoid these 7 common mistakes so your tax-advantaged savings may stretch further toward healthcare later.

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.