Category Archives: Financial Planning

Be Tax Efficient This Giving Season

By Timothy Coughlin | Published October 31, 2017

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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Cybersecurity and Your Credit

By The Edgemoor Investment Advisors Team | Published September 12, 2017

Tweet Cybersecurity is a major concern, and recent data breaches heighten the importance of protecting one’s privacy and data security.  Following is a summary of the latest data breach at Equifax and our recommendations to reduce the risk that someone can obtain and use your personal identity and data. Equifax Incident On Thursday, September 7th, […]

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March Madness: Complete Your Financial Four Bracket

By Timothy Coughlin | Published April 1, 2016

Tweet Who said financial planning can’t be fun?  Click here to fill out your Financial Four bracket and compare your results to those of advisors and others.  Good luck!

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The 25 Documents You Need Before You Die (from WSJ)

By Timothy Coughlin | Published July 8, 2011

Tweet The Wall Street Journal recently published a useful article discussing key estate planning and end-of-life documents to prepare and also stressing the importance of letting someone know where to find them.  Click here to view the full article, or click here to view the summary picture listing the documents. In an earlier post several […]

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2010 Tax Relief Act

By Timothy Coughlin | Published December 22, 2010

Tweet Confused about the details of the “Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010?”  Not sure how it might apply to your situation?  We are happy to share with you this excellent summary from our friends at law firm Venable LLP.  As noted, some of the provisions and their implications are […]

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