Category Archives: Financial Planning

CARES Act

By Gay Truscott | Published April 6, 2020

Tweet On March 27, the President signed into law the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), the third COVID-19 relief bill.  The more than $2 trillion stimulus package seeks to address financial pressures facing individuals, businesses, state and local governments, and the healthcare system due to the pandemic. The law also carries […]

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The SECURE ACT – A Brief Overview

By Gay Truscott | Published January 30, 2020

Tweet On January 1, 2020, the Setting Up Every Community for Retirement Enhancement Act (SECURE Act) went into effect, setting forth nearly 30 new provisions impacting retirement savings and planning.  We want to summarize a few of those provisions that have the potential to impact the investment and planning strategies of our clients and friends: […]

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Be Tax Efficient This Giving Season

By Timothy Coughlin | Published November 7, 2019

Tweet As we approach the end of the year, charitable giving is once again expected to ramp up between Thanksgiving and December 31st, and we at Edgemoor would like to share some advice with any clients that wish to make donations. Although there is no wrong way to donate to charity, there are steps you […]

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A Financial Checklist for Your Newly Minted High School (or College) Graduate

By Gay Truscott | Published June 18, 2019

Tweet Financial planning can begin at any age.  A good starting point for many is when heading off to college, a first job, or the military.  This article, “A Financial Checklist for Your Newly Minted High School (or College) Graduate” provides a valuable checklist of items to think about from budgets to credit cards, healthcare, […]

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Best Practices to Help Prevent Cyber Fraud

By Gay Truscott | Published December 18, 2017

Tweet At our November, 2017 Investment Forum, we discussed cyber security and the measures you can use to protect your identity, personal data, and assets from online theft.    We developed a 1-pager that outlines the best practices to help prevent cyber fraud as well as the resources available if you do find yourself the victim […]

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