Blog
Melanie’s News: Women and Preventive Care
Preventive Care should be an important part of everyone’s routine. It helps prevent and detect serious health concerns. Women specifically should prioritize certain preventive visits, tests, and screenings each year.
Read MoreStacy's News: Have You Decided How You’ll Cover Your Long-Term Care Needs
As a parent, you’ve made a lifelong commitment to protect your children. As you age, how will you protect them from the consequences of caring for you.While it’s nice to imagine living independently for the rest of...
Read MoreMelanie's News: Is Dental Insurance worth It?
I am often asked, “Is Dental Insurance important?” Dental Insurance tends to be a lower premium cost benefit. And having dental insurance seems to lead to more consistent dental care and overall is important to your general health.
Read MoreStacy's News: Is Your Family Your #1 Priority?
8 in 10 Americans say family is the most important to them, but only HALF have life insurance to protect them.*Insurance can help support your family should something unexpected happen, and can be as little as $10 per month for a male...
Read MoreStacy's News: Your New Year’s Resolution – It’s Time to Get Into Financial Shape
Happy New Year! Every January we create our list of resolutions. For 2023, let’s start out strong by getting into financial shape and following these steps for success: Start saving every month to cover 3-6 months of...
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Melanie’s News: Happy New Year of Wellness!
Happy New Year! As we start a new year it is always good to have a fresh start and set new goals. Many of these goals include wellness and fitness goals. It is important to know what Medical coverage offers to you that might...
Read MoreStacy's News - Year-End Reminders: Making the Most of your Money
The end of the year can be tricky. While we are busy thinking about holiday plans and 2023 budgets, the 31st sneaks up. It’s the time of year when you need to take a last look at tax benefits.Tax deductions: The clock is ticking...
Read MoreMelanie's News: Wrapping up 2022: Year-End Insurance Reminders
December is a beautifully festive month, but also marks the end of the year. Most insurance benefits close out the year on the 31st which means you need to take a quick look at a few things to be sure you are getting the most out of...
Read MoreStacy's News: Save a Lot More Next Year - Increases in IRA and 401K Contribution Limits
Beginning in 2023, the IRS has made some changes that will help you to save more for retirement.For IRAs (traditional and Roth), the limit on annual contributions will increase to $6,500, up from $6,000, and the IRA catch‑up...
Read MoreStacy's News: Can you avoid being part of the 3.8 million?
October is breast cancer awareness month and I want to remind you how important it is that you make your appointment for your annual mammogram.I’m one of the 3.8 million breast cancer survivors that will remind you every year how...
Read MoreMedicare Open Enrollment
Medicare Open EnrollmentMedicare’s Annual Election Period (AEP) is an 8-week period every fall during which Medicare beneficiaries can enroll in, change, or disenroll from their Medicare Advantage and/or Part D drug plans...
Read MoreStacy's News: This is An Easy Decision
Life is a series of decisions, big and small. From what to have for dinner, to the safest car to buy, you make choices to give your loved ones the best and take care of them.Thankfully, in a sea of decisions, there’s one...
Read MoreStacy's News: It’s Time to Save on Taxes
With many tax changes surrounding us, it’s wise to think out of the box at ways to minimize the taxes we pay.Life insurance can be used as a tax advantaged savings plan as it allows the policy holder to invest on a tax deferred...
Read MoreStacy's News: Do you know what Education Expenses are Qualified in a 529 College Plan?
Do you know what expenses are qualified in College 529 plans? There may be more than you think:Tuition and mandatory feesRequired books, supplies and equipmentComputers and PrintersWhen it's time to take distributions, you have...
Read MoreMelanie's News: Summer Is Here...And So Is Virtual Care
Many health insurance carriers (including Independence Blue Cross) offer access to Virtual Care as part of your Medical plan package. Included with your Independence Blue Cross (IBC) Medical plan, you have access to Virtual Care...
Read MoreStacy's News: School's Out for the Summer
While school may be out for the Summer, some of us are at the pre-retirement point in our careers and are ready to begin to shift the focus from investments, to receiving an income stream during retirement.Many of our...
Read MoreMelanie's News: Is Your Health Coverage Complete?
Dental & Vision plans with no waiting periodsA complete benefit package includes coverage for Dental and Vision. Regular check-ups for both your eyes and teeth ensure your overall health is boosted. Did you know we offer...
Read MoreStacy's News: Are You Really Prepared to Settle Your Parent’s Estate?
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Stacy's News: Did You Know November Is Long-Term Care Awareness Month?
Did you know that 70% of people who reach age 65 will need some type of long-term care in their lifetime? Let us provide you with some long-term care options that will help protect your assets. There are a variety of options that will...
Read MoreStacy's News: Was This On Your 2021 To-Do List?
Was Life Insurance on your 2021 To-Do List? There are only a few more months until year’s end. Don’t go through 2021 without checking this off your To-Do List! Let us help you check off this box. Life insurance is a...
Read MoreMelanie's News - Open Enrollment Season
Open Enrollment Season is upon us! Individual Consumer / PENNIE Open Enrollment **Yes, we are a PENNIE certified agent** This is the yearly period when you can buy health insurance. If you don’t enroll during this time, you...
Read MoreIt's Apple Picking Season
September is the time for Apple Picking Season. It's also Life Insurance Awareness month. While many of life's events can be unexpected, we are here to help you prepare for those unexpected moments by protecting your family with life...
Read MoreMelanie's News - Back to School!!
August News Back to School is Here!! Back to School "season" brings so many changes and to-do's for us as parents, professionals and our kiddos! Here are a few key items to be aware of insurance wise during this busy and exciting...
Read MoreStacy's News: Fantasy Football is Here!
With preseason football underway, now is is the time to start preparing for your Fantasy Football draft. The beginning of the football season is only a month away and so is the start of the school year. While you're working on your...
Read MoreMelanie's News - Virtual Care
July News Summer of 2021 is in full swing!! With the hustle and bustle of vacations, gatherings, and summer weekends packed with events...have the peace of mind of VIRTUAL CARE!! Included with your Independence Blue Cross (IBC)...
Read MoreStacy's News: Are you Financially Literate?
We recently rolled out a series on Financial Literacy via social media. Topics include creating a budget, setting up the best bank account for your needs, how much to keep in emergency savings, building credit and so much more. Every...
Read MoreStacy's News: Summer is Here and so is the Time to Reassess Your Life Insurance Needs
JUNE NEWS With summer approaching, we tend to have more free time on our hands. Now is a great time to review your life insurance policies and reassess your needs. Life Insurance is not a one-time event. As we get older, our needs...
Read MoreMelanie's News - 2022 HSA limits
May News The IRS has released the calendar year 2022 HSA contribution limits and HDHP out of pocket limits: Contribution and Out-of-Pocket Limitsfor Health Savings Accounts and High-Deductible Health Plans 2022 2021 Change HSA...
Read MoreStacy's News: May is Disability Insurance Awareness Month
MAY NEWS Millions of working Americans are facing financial uncertainty this year. The absence of emergency savings and rising medical costs has created a uniquely challenging time. But now as much as ever, it’s important to...
Read MoreMelanie’s News - The American Rescue Plan Act (ARPA)…. Some Key Insurance Components
April News With the recent passing of The American Rescue Plan Act (ARPA), we have summarized some key components as it relates to Health Insurance. Cobra Premium Subsidy The American Rescue Plan Act requires eligible Employers to...
Read MoreStacy's News: Tax Deadline Extended
APRIL NEWS Tax Day has been extended to May 17, 2021. Now you have additional time to take advantage of making your 2020 IRA contributions. The maximum 2020 IRA contribution is $6,000 and if you are 50 or older, the maximum is $7,000....
Read MoreMelanie's News - COVID-19 Special Enrollment
MARCH NEWS Uninsured? Or in need of a plan change? You are in luck! Starting February 15t h2021 and continuing through May 15th 2021, ALL consumers qualify for the COVID-19 Special Enrollment Period! The COVID-19 Special Enrollment...
Read MoreStacy’s News: Tax Deadline Is Quickly Approaching
MARCH NEWS Tax Day is Thursday, April 15, 2021. Don't forget that there are only a few weeks left to make your 2020 IRA contributions. The maximum 2020 IRA contribution is $6,000 and if you are 50 or older, the maximum is $7,000. Give...
Read MorePreparing for Life's Unknowns
FEBRUARY UPDATE Did you know most Americans (78%) agree that preparing financially for life’s unknowns is a way to show that you care? Almost 2 in 3 (65%) think that having life insurance is key to taking care of their family...
Read MoreJanuary Client Update
JANUARY UPDATE Welcome to 2021 - a New Year filled with endless possibilities. At Edelman Wealth Management Group, we pride ourselves on UNCOMPLICATED ADVICE AND UNPARALLED SERVICE. We're here to make your journey towards financial...
Read MoreDecember Check In
DECEMBER UPDATE As we approach the end of the year, we want to remind you to take advantage of making your year-end 529 college contributions. Your child's and grandchild's education is a great holiday gift. As always, if you have any...
Read MoreWho Are You Grateful For?
NOVEMBER UPDATE Thanksgiving is right around the corner. We truly appreciate your business and are grateful for the trust you've placed in us. We would you and your families a happy, safe and healthy Thanksgiving. As always, if you...
Read MoreAugust Check In
AUGUST UPDATE The beginning of the school year is approaching. It's never too early or too late to begin saving for your children's or grandchildren's college education. Please read the attached article providing 10 reasons why...
Read MoreJuly Check In
JULY UPDATE We hope this email finds you safe and healthy. In this "New Normal", we continue to have opportunities and look forward to speaking with you. As always, if you have had any life changes or updates that you need us to...
Read MoreFebruary Check In - A Valentine's Day Gift
FEBRUARY UPDATE Trying to find a gift for that special someone? Make your valentine feel good....with Life Insurance! Giving Life Insurance is a great way to show them you care about their peace of mind and protection of your loved...
Read MoreJANUARY MONTHLY GROUP BENEFITS CHECK IN
JANUARY CHECK IN Happy Belated New Year! I hope your 2020 is off to a great start! I wanted to check in in to see if you have any changes in your group we need to be made aware of. Any new hires, any terminations, etc.? Also, if you'd...
Read MoreJanuary Check In
JANUARY UPDATE Happy New Year. With the new decade comes a multitude of tax changes. The 2020 401k contribution limit has increased to $19,500 for those under age 50 and $26,000 if you are age 50 and above. For those who have not yet...
Read MoreDECEMBER MONTHLY GROUP BENEFITS CHECK IN
DECEMBER CHECK IN Happy Holidays to all! Wishing you and your families health and happiness in the new year! Enjoy your time spent with family and friends over the holidays! I wanted to check in in to see if you have any changes in...
Read MoreNovember Update and End of Year Financial Housekeeping
NOVEMBER UPDATE With Thanksgiving a few days away and the end of the year approaching, it’s easy to get bogged down while shopping for gifts and planning holiday parties. It’s a good idea to take time to do a bit of...
Read MoreOctober Update
OCTOBER UPDATE Is life insurance on your TO DO list? Make today the day that you allow your family to carry on emotionally and financially if you can't be there to support them. Talk to us today about protecting your family. As always...
Read MoreSeptember Monthly Group Benefits Check In
SEPTEMBER CHECK IN Happy Autumn! Although it still feels very much like summer around here. I hope you are enjoying fall, back to school and football season! I wanted to check in in to see if you have any changes in your group we need...
Read MoreSeptember Update
SEPTEMBER UPDATE Employer-sponsored life insurance is a great benefit. However, it doesn't always provide enough protection for your family and might not be portable should you change jobs. Talk to us today about incorporating...
Read MoreAugust Check In - 4 Myths about Life Insurance
AUGUST CHECK-IN September is Life Insurance Awareness Month. As we all know, life changes and your life insurance plan should change with it. 4 Myths about life insurance - Myth 1: I don’t need life insurance. Truth: Life...
Read MoreJULY MONTHLY GROUP BENEFITS CHECK-IN
JULY CHECK IN I hope you are enjoying your summer and the beautiful weather we have been having!. I wanted to check in in to see if you have any changes in your group we need to be made aware of. Any new hires, any terminations, etc.?...
Read MoreJuly Check-In
JULY CHECK-IN Millions of children across America graduated this spring - from preschool to high school. Before the next school year begins, now is a great time to learn about the advantages of creating a 529 education savings plan...
Read MoreOverview of Government Benefits for Children with Special Needs
What are these government benefits I have been writing about protecting with proper estate planning? Government benefits will play an important role for most families caring for a person with a disability. While costs can vary greatly...
Read MoreWhat is a supplemental needs trust, and do I need one?
What is a supplemental needs trust, and do I need one? Also referred to as a 3rd Party SNT, these legal arrangements are created by a parent, family member or caregiver (also known as the grantor) of a child with special needs...
Read MoreEstate Planning 101 - First Party Trusts
As mentioned in last week’s article on estate planning, this week will focus more on planning for a beneficiary with special needs. While there are many strategies worth considering, many times a family will consider establishing...
Read MoreJune Check In
JUNE CHECK-IN Can you believe 2019 is almost halfway over? With the school year winding down and summer plans ramping up, it's always a opportunity to review your portfolio. Reach out to us to schedule your semi-annual review.. Please...
Read MoreEstate Planning 101
This week we are going to begin a multi part series on estate planning beginning with a high-level overview of the basics. In the coming weeks we will dive into specifics on critical components of an estate plan for families with...
Read MoreIs Guardianship the right Choice for your Family – Part II
As a follow up to my blog article from last week, Guardianship is an important legal protection for adults with special needs. As your family member with special needs approaches his or her 18th birthday, you should consider taking...
Read MoreIs Guardianship the right Choice for your Family – Part I
Every parent wants the very best for their child — whether they are one or 51. Most parents must loosen the reins a bit and allow their kids to take on more responsibility when they come of age; however, for parents of children...
Read MoreParenting a Child with Special Needs
Parenting a child with special needs is a unique relationship built on unconditional love and support. It also comes with additional planning obligations. As the parent of a child with special needs, you face many of the same...
Read MoreThe Path of an Entrepreneur: Why starting a business is so scary
In spending so much time educating entrepreneurs on how to grow and transition from their business, I tend to forget how we all started. I recently connected with a college colleague, where I learned that she is contemplating leaving...
Read MoreBreaking trends of the new age : The lost art of manual labor
This article has been a long time coming as it touches home for me and many of my friends who own businesses. When I started my automotive business I always knew I wanted to work with my hands. Coming from a baseball background I have...
Read MoreMyths about competition: How we can grow working together
As business owners, sales professionals, and recruiters, how many of you have asked or been asked this simple question, “How do you differentiate yourself from your competition?” It has become so main-stream that many times...
Read MoreBusiness End–Game : 8 Options for selling your business, Part II
As we discussed in last week’s article, the first part in my two part series on Options for Selling Your Business, there are many ways to transition a business. Last week, we reviewed 4 internal methods, this week let’s...
Read MoreBusiness End–Game : 8 Options for selling your business, Part I
It is my passion for helping other business owners that has led me to write this article. While many of the facts may seem frightening, my intentions are far from that. Instead, I aim to open the eyes of and construct a guide for all...
Read MoreMulti-generational Sales: From Boomers to Millennials and beyond
As a business owner and a millennial I felt almost obligated to write this. Recently I read an article that declared Nike as the Marketer of the Year in 2018. This is all in part to their targeting of Millennials to keep their business...
Read MoreMarch Monthly Employee Benefits Check In
MARCH CHECK IN If you are a basketball fan, I hope you have been enjoying the NCAA tournament this past weekend, it's definitely always an exciting time. I wanted to check in in to see if you have any changes in your group we need to...
Read MoreClient Retention: When to stay or walk away - Part 3
The worst time to renew a contract is when it is due for renewal. As a contract renewal date approaches, it always seems new competitors start to begin the selling process. They try to undercut you or offer more services for the same...
Read MoreClient Retention: When to stay or walk away – Part 2
Client retention is not an event, it is a daily process. How many of you reading this keep in touch with your childhood friends daily? Weekly? Monthly? To those of you that do, I commend you, but the truth is many of us don’t...
Read MoreClient Retention: When to stay or walk away – Part 1
If you’ve ever lost a client you know the daunting feeling. You begin to blame yourself, your teammates, and your limitations in technology. What if it wasn’t any of these reasons at all? What If you lost them simply...
Read MoreAm I able to retire? Creating wealth outside of the business
How many business owners have stayed up late at night thinking about this question, “Am I able to retire?” It is a question I come across daily while working with business owners. Entrepreneurs get into business for many...
Read MoreFebruary Check In
FEBRUARY CHECK-IN Next month is National Nutritional Month. As we focus on eating healthy and exercising, John Hancock Life Insurance has an innovative solution that rewards healthy living. You can save on premiums and earn valuable...
Read MoreFinancing Your Business : Are you aware of your options?
Everyone who’s started a business, whether a franchise or from the ground up, knows one of the most stressful parts is figuring out how to raise capital to create the business. Whether you use personal savings or a loan from a...
Read MoreAnother Sleepless Night - Part 1
It’s a scary leap of faith when we decide we want to work for ourselves. We realize everything rests on our shoulders. Our income, retirement and family’s well-being all controlled by how quickly we succeed. Few of us are...
Read MoreJANUARY MONTHLY EMPLOYEE BENEFITS CHECK IN
JANUARY CHECK IN Wishing you a very happy New Year as this is my first communication of 2019! I hope the new year is treating you well! Bundle up because it is going to be downright freezing by later this week. I wanted to check in in...
Read MoreJanuary Check In
JANUARY CHECK-IN At the beginning of each year, we always assess where we are versus where we thought we'd be. January is always a good time to review the goals we have set in place. Whether you have accomplished these goals or not,...
Read MoreHappy Holidays
DECEMBER CHECK-IN As the end of the year approaches, we would like to take this opportunity to wish you and your family a very happy and healthy holiday season. May the new year bring you peace and prosperity. If we can be of service...
Read MoreNovember Monthly Check In
NOVEMBER CHECK IN Wishing you a very happy Thanksgiving holiday! I hope you will be able to enjoy the holiday with family & friends! Bundle up because it is going to be downright freezing by Thanksgiving. I wanted to check in in to...
Read MoreNovember Update
NOVEMBER CHECK-IN As we move into the holiday season, there couldn’t be a better time to start the conversation with your family, friends and loved ones about their personal goals, health and preparation for the future. Studies...
Read MoreOctober Monthly Check In
OCTOBER CHECK IN I'm beginning to think fall skipped us and we went straight to winter, it is so cold out today! Hope you are keeping warm and enjoying the autumn months! I know I have been busy at my kids football and ice hockey...
Read MoreOctober Update
OCTOBER CHECK-IN Have you maxed out your 401K? With only three more months left of the year, now is the time to take advantage of fulling funding your retirement account. Remember, if you're age 50 and over, you are also eligible to...
Read MoreSeptember Monthly Check In
SEPTEMBER CHECK IN Happy Autumn! I think the fall weather is finally upon us! Looking forward to football games, apple picking, Halloween & Thanksgiving! I wanted to check in in to see if you have any changes in your group we need to...
Read MoreSeptember Check In - The Importance of Life Insurance
SEPTEMBER CHECK-IN: THE IMPORTANCE OF LIFE INSURANCE Something to keep in mind for our aging parent(s) is to make sure they have adequate coverage, whether it be for final expense insurance or long-term care. Through our experience,...
Read MoreAugust Check In
AUGUST CHECK-IN IF NOT NOW, WHEN? While 6 in 10 Americans say they own some sort of life insurance, nearly half have insufficient coverage to address their family's financial needs. Did you know that the most vulnerable are families...
Read MoreAugust Monthly Group Benefits Check In
AUGUST CHECK IN I hope you are enjoying your summer as it is flying by! I can't believe August is already here! Now if we could just escape this crazy, stormy, sunny weather pattern we have been stuck in for the past few weeks it...
Read MoreJuly Check-In
JULY CHECK-IN Your 50s and 60s are crucial years for building wealth and preparing for a financially secure retirement. Whether you fall into this demographic or not, it’s important for you to take your retirement budget for a...
Read MoreJuly Monthly Benefits Check In
JULY CHECK IN First and foremost, I want to wish you a safe and happy 4th of July! Enjoy the holiday with family and friends! Stay cool, I think we are in the home stretch of the heat wave. I wanted to check in in to see if you have...
Read MoreJune Check In
JUNE CHECK IN While schools are letting out for the summer and vacations are being planned, don't think that your finances get a summer break. We're almost halfway through 2018 and now is a good time to review the goals you...
Read MoreMay Check-In
MAY CHECK IN Believe it or not, Memorial Day weekend is right around the corner.As we look towards next month, I wanted to remind you that June 30th is the last day to file the Free Application for Federal Student Aid (FAFSA) in order...
Read MoreApril Monthly Benefits Check In
APRIL CHECK IN So, we are still being teased by mother nature! She sure cannot make up her mind. I hope you were all able to enjoy the magnificent teaser we had on Saturday with that beautiful day! Let's hope the saying is true, April...
Read MoreApril Check In
APRIL CHECK IN It looks like spring weather is almost here! With the recent tax changes, families with children in public, private, or religious schools can now use 529 education savings plans to pay for a child’s primary and...
Read MoreMarch Monthly Employee Benefits Check In
MARCH CHECK IN Think spring, think spring! Let's hope the weather forecasters are wrong with the talk of a 4th Nor'easter to hit us this week! Spring and warmer temps are right around the corner. I wanted to check in in to see if you...
Read MoreMarch Check In
MARCH CHECK IN As many of us continue to dig out from the snowy winter weather, let's not forget that the 2017 tax deadline is only a month away. You still have time to make your 2017 contribution which must be postmarked no later...
Read MoreFEBRUARY MONTHLY EMPLOYEE BENEFITS CHECK IN
FEBRUARY CHECK IN I hope you enjoyed the unseasonably warm weather we had this week, now we unfortunately will need an umbrella for the next several days, stay dry! I wanted to check in in to see if you have any changes in your group...
Read MoreFebruary Monthly Check In
FEBRUARY CHECK IN In the spirit of Baseball Spring training having begun, we all know life can throw us some curveballs. Whether there are changes in our work or personal lives that come unexpectedly, being prepared will help ensure...
Read MoreJANUARY MONTHLY EMPLOYEE BENEFITS CHECK IN
JANUARY CHECK IN Happy New Year! I hope you had a wonderful holiday season and end of the year! I hope you are enjoying the unseasonably warm temperatures we are having before the cold rolls back in again later this week. I wanted to...
Read MoreJanuary Monthly Check In
JANUARY CHECK IN We hope 2018 is off to a good start for everyone despite the cold weather. Have seen our recent posts about improving your relationship with money or our involvement in the community with Tree House books? Visit our...
Read MoreDecember Monthly Check In
DECEMBER CHECK IN I hope you are enjoying the unseasonably warm temperatures we are having before the cold blast arrives next week. It is nice weather to get all your last minute holiday shopping done. I wanted to check in in to see...
Read MoreDecember Check In
DECEMBER CHECK IN We wanted to take this opportunity to wish you all a happy and safe holiday season. Before the festivities begin, I wanted to check in to see if you have any changes or updates that you need us to attend to. If we...
Read MoreNovember Monthly Check In
NOVEMBER CHECK IN I hope you are keeping warm as it seems the weather has finally changed! It feels like we went straight from summer to winter. I wanted to check in in to see if you have any changes in your group we need to be made...
Read MoreOctober Monthly Check In
OCTOBER CHECK IN I hope you're enjoying the beautiful Fall weather. As we approach the end of the month, I wanted to check in in to see if you have any changes or updates that you need us to attend to. If we can be service in any way,...
Read MoreOctober Monthly Check In
OCTOBER CHECK IN I hope you have been enjoying the start of fall. Hopefully the weather will start to feel like fall soon as we approach Halloween. I wanted to check in in to see if you have any changes in your group we need to be...
Read MoreHappy Almost 65th Birthday, from Medicare!
Now is the time to explore your Medicare Supplement options and enroll in Medicare! Time is limited. Seven months only! Three months before, the month of, and three months after your 65th birthday. Call our office for a complimentary...
Read MoreMedicare Open Enrollment 2018
Open enrollment for Medicare is October 15 through December 7. There are many Medicare Supplements available and choosing the right one can be confusing, time consuming and difficult. To go over all your options, pick which plan is...
Read MoreNovember Check In
NOVEMBER CHECK IN Thanksgiving is only a few days away and we would like to wish you and your families a very happy holiday. We also wanted to check in to see if you have any changes or updates that you need us to attend to. If we can...
Read MoreSeptember Newsletter
Happy September! Saving for college? Learn about the savings potential on a 529 plan. Catch up on our #WhatsYourDestination Q&A, and read up on some industry-specific news, curated just for you. Send us an email if you have questions!
Read MoreSeptember Check In
SEPTEMBER CHECK IN I hope you’re enjoying the summer. As we approach the end of August, we wanted to check in to see if you had any changes or updates that you need us to attend to. September is Life Insurance Awareness Month....
Read MoreEquifax Data Breach
Based upon the recent Equifax data breach, we thought you would find this article helpful. https://www.consumer.ftc.gov/blog/2017/09/equifax-data-breach-what-do Please feel free to reach out to us if we can be of any assistance.
Read MoreIs Your Financial Plan Current?
It’s our duty as your advisor to help you plan to achieve dreams while protecting you against unexpected bumps. Talk to us today to update your financial plan.
Read MoreThank you!
WE’VE REACHED OUR 2017 REFERRAL GOAL! We know that our team’s success is dependent on your trust in us and the people you tell about our services. Every day we strive to prove to you our commitment to providing uncomplicated advice and...
Read MoreRecognize Us?
WHO WE ARE We are your employee benefit provider. Actually, we are way more than that! Edelman Wealth Management Group can help with your financial roadmap. We are not your typical wealth management firm. We think outside the box to...
Read More#WhatsYourDestination Q&A
QUESTION: Is there a general level of insurance you would recommend? I feel pretty secure in what I have saved/am saving for the future but I don't really know how I should be protecting myself from unexpected events.
Read More#WhatsYourDestination Q&A
QUESTION: Health, happiness, and a financially independent retirement. I am serious about maintaining personal and emergency savings, casual investments, and contributing to a 401k.... but what else should I be doing with 35+ years left...
Read More#WhatsYourDestination Q&A
QUESTION: I've got plenty of time before retirement, but am much more risk-averse than I 'should' be aiming for at this point. How do I balance investments so I'm still comfortable but not leaving all the opportunity on the table?...
Read More#WhatsYourDestination Q&A
WHAT'S YOUR DESTINATION? All month long we've been asking our clients to tell us their life goals. Here is our advice!
Read MoreAugust Check In
I hope you have been enjoying your summer. As we approach the end of the month, I wanted to check in to see if you have any updates that we need to be made aware of. If we can be of help in any way, please do not hesitate to contact us.
Read MoreQuarterly Report
Dear Quirk Books Employee and 401k Participant, I hope you are all having a nice summer. Below you will find a link to a Quarterly Update that comes directly from the money managers that manage the day to day portfolio activity inside...
Read MoreQuarterly Update
Dear Quirk Books Employee and 401k Participant, I hope you are all having a nice summer. Below you will find a link to a Quarterly Update that comes directly from the money managers that manage the day to day portfolio activity inside...
Read MoreWhat are your succession plans?
Are you looking to sell your advisory firm or want to put a succession plan in place for the near future? Our firm focuses on respecting your legacy, taking care of your people, and smoothing out the transition.
Read MoreLooking for your next opportunity?
Are you a financial, insurance benefits, or property & casualty advisor? We are looking for strong, dynamic advisors to join the Edelman team!
Read MoreJuly Check In
I hope you are having a nice summer and keeping cool! I wanted to check in to see if you have any changes to your groups that we need to be made aware of.
Read MoreJuly Check In
I hope you’re enjoying the summer. As we approach the end of July, we wanted to check in to see if you had any changes or updates that you need us to attend to. If we can be of service in any way, please do not hesitate to contact us.
Read MoreJune Monthly Check In
July 4th is right around the corner and we would like to wish you and your family a happy and safe holiday. We would also like to take this opportunity to thank those who have served our country. In the meantime, we wanted to check in...
Read MoreJune Monthly Check In
I hope everyone enjoyed Father's Day and is keeping cool in this hot,humid weather. I guess summer is finally here! Please let me know if you have any changes to your group that we need to be made aware of? Any new hires that need to...
Read MoreYour Exit Strategy?
I hope this email finds you well. My name is Scott Edelman and I am with the firm Edelman Wealth Management Group. I have worked for many years providing my clients with comprehensive and customized wealth management as well as...
Read MoreMonthly Check In - May
As we approach the holiday weekend and summer is only a few weeks away, we wanted to check in to see if you have any changes or updates that you need us to attend to. If we can be of service in any way, please do not hesitate to...
Read MoreApril Monthly Check In
I hope you are doing well and enjoying this nice weather we are finally having! It's beginning to feel like Spring! I wanted to check in and see if you had any changes in your group that we need to be made aware of? Any new hires that...
Read MoreMonthly Check In
With tax season behind us, we wanted to check in to see if you had any changes or updates that you need us to attend to. If we can be of service in any way, please do not hesitate to contact us. May is Disability Insurance Awareness...
Read MoreMonthly Check In
As March comes to an end and there finally seems to be no more snow in the forecast, we wanted to check in to see if you had any changes or updates that you need us to attend to. Please remember that 2016 IRA contributions can still be...
Read MoreMarch Monthly Check In
I hope you are doing well and enjoying this little warm up before the next round of cold comes in! Please let me know if you have any changes to your group we need to be made aware of? Any new hires? Any terminations? Anything at all...
Read MoreMonthly Check In
March is right around the corner and so is the beginning of Spring! As the new month approaches, we wanted to check in to see if you had any changes or updates that you need us to attend to. If we can be of service in any way, please...
Read MoreWhat You Need to Know About Long-Term Care Insurance
Are you or your loved ones properly prepared for the challenges—and costs—associated with getting older? Research has shown that most people over the age of 65 need some sort of long-term care assistance, and many aren't...
Read MoreJANUARY MONTHLY CHECK IN
Happy Belated New Year! I hope all is well with you! I want to check in with you to see if you have any changes within your group that we need to be made aware of? Any new hires? Any terminations? If we can be of any assistance, please...
Read MoreInsure Your Love
February is Insure Your Love Month. Make sure you loved ones have the proper coverage to protect their families. For more information check out this helpful brochure from Life Happens: http://lifehap.pn/2j4Mwl3 To find out all...
Read MoreJanuary Check In
Happy New Year! We hope you and your family enjoyed the holidays. As we begin the 2017, we wanted to check in to see if you had any changes or updates that you need us to attend to. If we can be of service in any way, please do not...
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