Edge Financial Advisors

09/17/2024

Thank you Ed Meek for sharing your insights on how small business owners can plan for their future!

Ed Meek, CFP is the founder and CEO of Edge Financial Advisors, a registered investment advisor firm that exists to provide small business.

12/20/2023

Retirement can be both thrilling and challenging. Take the time to explore what might bring you fulfillment. Redefining your purpose can help you find enjoyment in this new chapter. https://www.yourretirementaccelerator.com/blog/video-common-fears-about-retirement-find-purpose-in-retirement

Many individuals believe they will lose purpose when they retire. It's important to redefine one's sense of purpose and fulfillment during retirement.

12/13/2023

When it comes to investing, focus on your own game, your own goals. Don't get distracted by the financial noise coming at you. You'll stress less when you have a clear direction and stick with it. https://www.yourretirementaccelerator.com/blog/video-lessons-about-money-stay-true-to-your-goals

12/08/2023

What's your goal when it comes to retirement? It should be more than just a number or a date. Get specific about what you want in terms of lifestyle and develop a clear plan. This will help alleviate the anxiety you may have about retirement. https://www.yourretirementaccelerator.com/blog/video-lessons-about-money-get-more-specific-about-your-goals

11/29/2023

A Defined Benefit plan is flexible. And it empowers independent contractors, consultants, and small business owners to control their retirement contributions. Watch to learn more about this powerful investment tool.

A Defined Benefit Plan is a retirement plan specifically designed for high-income earners. The plan allows you to amend and modify your contributions as needed. You control how much you invest.

11/22/2023

If you've heard of Defined Benefit Plans but would like to learn more, check out these helpful FAQs to determine if a DB Plan is right for you. https://www.yourretirementaccelerator.com/faqs-about-defined-benefit-plans

11/08/2023

Retirement planning: It's a lot like a game of poker. Crunch the numbers, plan your strategy and stay the course. The more disciplined and committed you are to the strategy, the greater your odds of long-term success. https://www.yourretirementaccelerator.com/blog/blog-invest-like-a-champion-poker-player

By adopting a long-term perspective and avoiding short-term temptations, investors increase their probability of achieving positive returns and reaching their financial goals.

11/02/2023

Every child deserves the opportunity to understand money management principles. They can help shape their future success. Read on for helpful tips.

Discover the power of financial literacy for children and learn how to raise financially responsible kids. Set them on a path toward financial independence and help them establish control over their future.

10/26/2023

Business Owners and Independent Contractors: If you are tired of paying too much of your earned income in tax, we have a solution for you. There is an IRS rule that allows you to write off more income than you thought was possible! Below is our live event where we discuss this while at the same time accelerate your retirement.

Learn how a Defined Benefit Plan can help you minimize taxes and fast track your retirement savings.

10/25/2023

When you set retirement goals, don’t fixate on a number. Focus on what brings you fulfillment and peace of mind: https://www.yourretirementaccelerator.com/blog/blog-the-moving-goalposts-of-retirement

When setting retirement goals: don’t fixate on a number, but what brings you fulfillment and peace of mind.

10/17/2023

Are you an independent small business owner? And curious about the ins and outs of Defined Benefit Plans? Learn more about this powerful retirement strategy at tomorrow's live event, "Unveil the Big Tax Secret for Independent Business Owners: Learn how a Defined Benefit Plan can help you minimize taxes and fast track your retirement savings." Register today! https://www.yourretirementaccelerator.com/live-event-unveil-the-big-tax-secret-for-independent-business-owners

10/12/2023

Join us on October 18th at 1:00 pm CST for our live event, "Unveil the Big Tax Secret for Independent Business Owners”. Gain a greater understanding about the Defined Benefit Plan, a powerful IRS-approved retirement plan for certain kinds of high-income earners. Register today! https://www.yourretirementaccelerator.com/live-event-unveil-the-big-tax-secret-for-independent-business-owners