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Monday, January 13, 2020

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...

 

Monday, December 23, 2019

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...

 

Monday, November 25, 2019

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...

 

Friday, October 11, 2019

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...

 

Tuesday, September 24, 2019

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...

 

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Wednesday, September 11, 2019

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...

 

Thursday, August 22, 2019

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...

 

Monday, July 29, 2019

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.?...

 

Monday, July 22, 2019

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...

 

Monday, June 17, 2019

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...

 

Monday, June 10, 2019

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...

 

Monday, June 3, 2019

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...

 

Saturday, June 1, 2019

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...

 

Friday, May 24, 2019

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...

 

Friday, May 17, 2019

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...

 

Friday, May 10, 2019

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...

 

Tuesday, May 7, 2019

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...

 

Sunday, May 5, 2019

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...

 

Sunday, April 28, 2019

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...

 

Sunday, April 21, 2019

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...

 

Sunday, April 14, 2019

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...

 

Sunday, April 7, 2019

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...

 

Sunday, March 31, 2019

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...

 

Monday, March 25, 2019

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...

 

Sunday, March 24, 2019

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...

 

Sunday, March 17, 2019

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...

 

Sunday, March 10, 2019

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...

 

Sunday, March 3, 2019

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...

 

Wednesday, February 27, 2019

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...

 

Sunday, February 24, 2019

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...

 

Monday, February 11, 2019

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...

 

Tuesday, January 29, 2019

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...

 

Tuesday, January 22, 2019

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,...

 

Friday, December 21, 2018

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...

 

Tuesday, November 20, 2018

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...

 

Wednesday, November 14, 2018

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...

 

Thursday, October 25, 2018

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...

 

Monday, October 15, 2018

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...

 

Monday, September 24, 2018

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...

 

Thursday, September 13, 2018

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,...

 

Wednesday, August 15, 2018

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...

 

Wednesday, August 1, 2018

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...

 

Tuesday, July 24, 2018

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...

 

Tuesday, July 3, 2018

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...

 

Thursday, June 21, 2018

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...

 

Friday, May 18, 2018

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...

 

Tuesday, April 17, 2018

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...

 

Tuesday, April 10, 2018

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...

 

Monday, March 19, 2018

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...

 

Monday, March 12, 2018

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...

 

Thursday, February 22, 2018

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...

 

Tuesday, February 20, 2018

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...

 

Tuesday, January 23, 2018

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...

 

Tuesday, January 16, 2018

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...

 

Tuesday, December 19, 2017

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...

 

Wednesday, December 6, 2017

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...

 

Tuesday, November 14, 2017

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...

 

Tuesday, October 17, 2017

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,...

 

Wednesday, October 11, 2017

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...

 

Monday, October 2, 2017

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...

 

Monday, October 2, 2017

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...

 

Wednesday, September 20, 2017

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...

 

Tuesday, September 19, 2017

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!

 

Friday, September 15, 2017

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....

 

Tuesday, September 12, 2017

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.

 

Monday, August 28, 2017

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.

 

Friday, August 25, 2017

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...

 

Friday, August 25, 2017

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...

 

Tuesday, August 22, 2017

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.

 

Tuesday, August 22, 2017

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...

 

Tuesday, August 22, 2017

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?...

 

Tuesday, August 22, 2017

WHAT'S YOUR DESTINATION? All month long we've been asking our clients to tell us their life goals. Here is our advice!

 

Wednesday, August 9, 2017

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.

 

Thursday, July 20, 2017

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...

 

Thursday, July 20, 2017

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...

 

Wednesday, July 19, 2017

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.

 

Wednesday, July 19, 2017

Are you a financial, insurance benefits, or property & casualty advisor? We are looking for strong, dynamic advisors to join the Edelman team!

 

Friday, July 14, 2017

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.

 

Friday, July 14, 2017

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.

 

Monday, June 26, 2017

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...

 

Monday, June 19, 2017

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...

 

Monday, June 12, 2017

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...

 

Tuesday, May 23, 2017

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...

 

Thursday, April 27, 2017

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...

 

Wednesday, April 19, 2017

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...

 

Wednesday, March 29, 2017

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...

 

Wednesday, March 8, 2017

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...

 

Friday, February 24, 2017

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...

 

Wednesday, February 22, 2017

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...

 

Thursday, January 19, 2017

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...

 

Tuesday, January 17, 2017

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...

 

Friday, January 6, 2017

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...