In this episode of Ed’s Edge, Ed and James discuss the importance of being proactive with managing your taxes both now and in the future. They share strategies that can benefit you in years of lower taxable income as well as strategies that can be used in years of higher taxable income. Ed & James explain the benefits of these strategies and what to consider before using them to optimize your tax situation over the long run.
Expected Rate Cuts, AI Enthusiasm and Falling Inflation Push the S&P 500 to New All-Time Highs
In this episode, Ed and James are joined by Charitable Giving expert, Parissa Zargar, a Charitable Planning Consultant & Digital Regional Director for Fidelity Charitable®. Ed, James, and Parissa discuss the benefits of using a Donor Advised Fund (DAF) for charitable giving purposes, and some common strategies that these funds are often used for.
With the upcoming election, it’s hard to quiet the noise in the media—and inside ourselves. Many of us worry that if the “other” party wins, then we’ll face financial ruin. The stock market will plunge. We’ll be forced to pay higher taxes. This article offers practical tips for safeguarding your financial plans, regardless of election outcomes.
Navigating divorce requires careful consideration of emotional and legal factors. By maintaining clear communication, understanding the legal process, prioritizing effectively, and seeking appropriate resources, individuals can mitigate common pitfalls and work towards a more equitable resolution.
In this two-part episode, we explore some of the key benefits of using structured notes to generate income and growth in your investment portfolio, particularly as you prepare for and enter retirement.
In this episode of Ed's Edge, Ed & James breakdown the most common financial myths that are holding you back. They cover everything from the correct way to build wealth and the Latte Effect, to Social Security running out. You will learn the truth about these common misconceptions and how they could be affecting your lifestyle.
Expected Rate Cuts, AI Enthusiasm and Falling Inflation Push the S&P 500 to New All-Time Highs
In this episode of Ed's Edge, Ed & James breakdown the most common financial myths that are holding you back. They cover everything from the correct way to build wealth and the Latte Effect, to Social Security running out. You will learn the truth about these common misconceptions and how they could be affecting your lifestyle.
In this episode, Ed and James are joined by insurance expert, Bruce Hersh, the President of Smart Money Financial with over 40 years of experience in the insurance industry. Ed, James, and Bruce discuss the importance of a Long-Term Care policy and how it can de-rail your financial future if not planned for.
