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Wednesday, April 22, 2026

How Intentional Are You With Your Money?April is National Financial Literacy Month and offers a timely opportunity to reflect on how you manage, grow, and protect your wealth—and to refine the habits that support long-term financial...

Wednesday, April 8, 2026

ERISA Compliance: Supporting Your Employees Through Better Benefit Management Offering employee benefits is one of the most meaningful ways organizations support their teams. Behind the scenes, though, these plans come with important...

Wednesday, March 25, 2026

Investing Is Like Going on SafariImagine this: you’re heading out on safari.The terrain is vast. The path isn’t always clear. Some moments are calm and breathtaking—others unpredictable and a little wild. You don’t control the...

Wednesday, March 4, 2026

Women in Business: Transforming the Employee Benefits Landscape Employee benefits have evolved far beyond traditional health insurance and retirement plans. Today, they’re strategic tools that shape culture, retention, and long-term...

Wednesday, February 11, 2026

Insure Your Life, Ensure Your Love. February is "Love" Month—a time to show our loved ones how much you care. Life insurance is about love, responsibility, and peace of mind. It’s a way to make sure that the people who depend on you are...

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Thursday, January 29, 2026

Employee Benefits: Trends You Should Be Aware Of. The world of employee benefits is evolving rapidly, driven by technological advancements and shifting employee expectations. Personalized benefit packages, virtual health solutions, and...

Wednesday, January 7, 2026

Rising costs don’t require drastic changes — they require thoughtful planning. With adaptive budgeting strategies and guidance from a trusted advisor, it’s possible to stay financially balanced and confident.

Thursday, December 18, 2025

The Open Enrollment deadline is EXTENDED! Did you delay and miss the Open Enrollment deadline for health insurance for the upcoming 2026 calendar year? We have GOOD NEWS! Pennsylvania’s Open Enrollment for 2026 coverage has been...

Wednesday, December 3, 2025

The holidays are upon us, which means increased spending on gifts, travel, and festive activities. While it's nearly impossible not to spend more these next few weeks, the less credit card debt accumulated during this time, the better...

Wednesday, November 5, 2025

2026 Federal Tax Updates: What’s Changing Next Year When the One Big Beautiful Bill (OBBB) Act passed on July 4, it introduced new complexities to the tax code. The IRS recently announced its 2026 federal income tax brackets and...

Wednesday, October 8, 2025

Estate Planning 101: Protecting Your Wealth and Your Legacy Estate planning isn’t just for the wealthy — it’s for anyone who wants to protect their family, minimize taxes, and ensure their wishes are honored. At Edelman Wealth...

Thursday, September 25, 2025

How to Maximize Tax Advantages Through Employee Benefits Offering employee benefits isn’t just about attracting and retaining talent — it’s also a smart way to reduce taxes for both employees and employers. With the right strategy,...

Tuesday, September 16, 2025

Life insurance often brings to mind textbook definitions about death benefits—but at Edelman Wealth Management, we know it’s much more than that. From building a legacy to financing a business transition, life insurance is a versatile...

Wednesday, August 27, 2025

Back-to-School Wellness: Boosting Your Child’s Immunity & Managing Stress As families exchange summer freedom for school bells and homework, ensuring your child’s wellness—both physical and emotional—is more important than ever. At...

Wednesday, August 13, 2025

Maximizing Your Child’s Future: 529 Plans & New Savings Opportunities under the Big Beautiful Bill Saving for college takes thoughtful strategy—and recent changes to the 529 plan landscape offer more flexibility than ever before. ....

Wednesday, July 30, 2025

5 Financial Basics Every Employee Needs—Now More Than Ever It’s important to have a strong financial and benefits foundation in place. Here are five key essentials every employee should prioritize—no matter your age or stage.

Monday, July 7, 2025

Small Choices, Big Gains: How Saving a Little Can Lead to More for Investing and Insurance When we think of building wealth, we often imagine big moves—buying real estate, starting a business, or hitting it big on the stock market....

Wednesday, June 25, 2025

How to Create Workplace Balance Without Losing Productivity for HR & Benefits Professionals In today’s fast-paced work culture, it can feel like balance and productivity are at odds. But as Benefits Managers, we know better: a...

Tuesday, June 10, 2025

Mid-Year Financial Check: Are You on Track to Meet Your 2025 Goals? As we reach the midpoint of the year, it’s the perfect time to pause, reflect, and realign your financial goals. Whether you’re building wealth, planning for...

Wednesday, May 28, 2025

The 'ABCs of Medicare' is a simple way to understand the different parts of Medicare, with each part covering specific types of healthcare services.

Tuesday, May 13, 2025

Saving for college can feel overwhelming—but a 529 plan can make it easier and more tax-efficient. A 529 plan is a state-sponsored investment account that allows families to grow...

Wednesday, April 30, 2025

Is Disability Insurance Important? Especially in the world we live in today, disability insurance can prove to be one of the most valuable benefits you can have for yourself and as an Employer a benefit that truly completes your...

Wednesday, April 16, 2025

Worried about a market downturn? Here are 6 smart, actionable steps you can take right now to protect and organize your finances when the stock market is unpredictable.

Wednesday, March 26, 2025

Creating Employee Benefits that Empower Women in the Workplace: As an employer, one of the most important things you can do for the women in your workplace is to create an attractive, well thought out benefit package.

Tuesday, March 4, 2025

In recent years, more women are taking control of their financial futures by getting involved in investing. Despite facing challenges such as wage gaps and longer lifespans, women are increasingly investing in stocks, retirement funds...

Thursday, February 20, 2025

Going to the doctor for a minor condition or issue may seem terrifying if you are trying to avoid “catching” one of the various bugs going around. There is a solution – VIRTUAL CARE!

Thursday, January 23, 2025

How to Effectively Communicate Employee Benefits to Your Employees. A complete benefit package is so important to a business in attracting and retaining employees. With that “complete package” it is just as important to provide clear...

Wednesday, January 8, 2025

As we ring in the new year think about our resolutions, the IRS has also made some changes of their own. 401K annual contribution limits have increased and if you’re between the ages of 60-63, there is an additional contribution...

Thursday, December 19, 2024

Having a Group Health Plan in place not only provides you and your employees with the coverage they need for themselves and their families, it has so many more “benefits”. A Group Health plan helps to set you as an organization apart...

Monday, December 9, 2024

The end of 2024 is almost upon us and we’d like to remind you of some strategic investment moves. Be sure to take all your required minimum distributions (RMDs) Generally, taxpayers age 73 or older must take minimum distributions from...

Thursday, November 21, 2024

Contact Melanie Tumolo at melanie@ewmginc.com for more information or if you have any questions! If you have any life changes or updates to your benefits that you need us to address (I.e., address change, marriage, the birth of a...

Wednesday, November 6, 2024

70% of adults will need long-term care (LTC) during their senior years. Do you have a strategy for your future healthcare needs? Serving as a caregiver can be a great honor but can also present challenges. Here are some important...

Wednesday, October 23, 2024

Did you know the importance of Dental and Vision Coverage? Dental and Vision coverage for adults is not required under Health Care Reform. Whether you have coverage through an Employer, the Marketplace, or Medicare, you may find...

Tuesday, October 8, 2024

Today’s technology makes our lives pretty convenient: just a few clicks to watch your favorite TV show, order takeout, shop, or catch up with friends on social media. But for all the convenience, there are challenges, too. It’s...

Wednesday, September 25, 2024

Open Enrollment Season is approaching! Our office can help with all aspects of Insurance Open Enrollment – Group, Individual, and Medicare.

Wednesday, September 11, 2024

If something happens to you, do you have the peace of mind of knowing that your family will be able to replace your income, settle your estate, or pay for end-of-life expenses? A policy can help cover all of that. Life insurance has become

Thursday, August 29, 2024

Did you know Norton LifeLock can be a group benefit? Millions of people are covered by Norton LifeLock, in some capacity. LifeLock proves its importance time and time again, especially with a rise in data breaches, identity theft,...

Wednesday, August 7, 2024

In today’s fast-paced world, it’s easy to put off important conversations with your family, especially when they concern money. However, family meetings are crucial to managing household finances, setting short and long-term financial...

Wednesday, July 24, 2024

Knowing the difference between COBRA Continuation vs. State Continuation can seem confusing. As an Employer, you have an obligation to present former employees with their options in a timely manner.

Tuesday, July 9, 2024

July Fourth was a reminder that our independence is worth fighting for. Your financial freedom also deserves your time and attention. Read our 10 tips to help you take control of your money and get on the path to independence.

Wednesday, June 12, 2024

What is an Annuity? An annuity is an insurance product that can help protect you against the risk of outliving your money. It generally comes in two forms: deferred and immediate. Deferred annuities allow you to save money...

Friday, May 31, 2024

Each year the IRS releases potential updates to the maximum that can be contributed to a Health Savings Accounts (HSA) for the upcoming calendar year. These amounts are a combined Employee and Employer (if applicable) maximum. For 2025...

Monday, May 6, 2024

Look twice before you click. Cybercriminals will try to get you to act quickly through subject lines and messaging; pause to consider before opening an unexpected email attachment. Most importantly, NEVER click on a link asking you to enter

Wednesday, April 24, 2024

Are you suddenly in a situation where you are without health insurance? You may be in luck and qualify for a Special Enrollment Period (SEP) through the Marketplace. A SEP allows individuals to enroll in a plan or change their existing...

Monday, April 8, 2024

What Is Financial Literacy? Financial literacy is the ability to understand and effectively use various skills, including personal financial management, budgeting, and investing. When you are financially literate, you have...

Wednesday, March 27, 2024

Let us help you bring your Benefits into the 21st Century! Edelman Wealth Management Group prides itself on bringing unique and innovative ideas to the Employer to attract and retain valuable employees through your Employee Benefits...

Wednesday, March 13, 2024

There's Still Time to Maximize Your Savings for 2023 With one month until Tax Day, you can still contribute to an IRA for 2023.  The IRA contribution deadline is the same day your income tax return is due, not including...

Monday, February 26, 2024

How do you say "I love you?" From the nerve-wracking moment of being the first to say "I love you" in a relationship to the embarrassingly loud goodbyes at your teenager's school, these are the instances that define our expressions of...

Thursday, February 8, 2024

Many insurance companies have perks and value-added programs included with health insurance at no additional cost. One of the most...

Wednesday, January 24, 2024

How’s Your Financial Fitness? With the new year comes resolutions and that should include planning for your financial future. January is Financial Wellness Month—time to regain control of your wallet, especially after the...

Thursday, January 11, 2024

Have you finalized your health insurance for 2024? If you or someone you know is still reviewing your health insurance options for 2024, you only have a few more days to finalize your coverage! Open Enrollment ends January 15th for a...

Tuesday, December 12, 2023

The end of the year is approaching, and as a taxpayer, you can make some last-minute moves to improve your financial position come tax time.

Monday, November 13, 2023

Millions of Americans could take home more pay in 2024 thanks to inflation adjustments to the tax code just announced by the IRS.

Thursday, October 26, 2023

It's Open Enrollment Season, an important time to review your healthcare benefits. You're only allowed to change your annual benefits during this period unless you have a life change like a marriage or child. Let us know if you need help!

Wednesday, October 11, 2023

In 2023, Americans will be able to contribute more money to their 401(k)s than at any point in the last 30 years. The maximum contribution limit for 401(k)s increased to $22,500 in 2023 ($30,000) if you are 50 years or older...

Wednesday, August 30, 2023

Did you know that we manage all aspects of Group Benefits? You may have coverage now through your employer or know a friend or family member who does. If you feel that your plan could use a second look, a fresh set of eyes, or you are...

Wednesday, August 16, 2023

Retirement comes faster than you think.  Are you prepared?  Are you still building up your assets to retire comfortably? Building your retirement assets can be time consuming. Instead, why not boost the amount of money...

Wednesday, July 26, 2023

As a self-employed individual, you may find yourself struggling to secure Insurance coverage for yourself and or your family.  Shopping for health insurance can be a daunting, stressful task. And the fact that each year changes...

Wednesday, July 12, 2023

While you’re vacationing this summer, are you thinking about your retirement and if you’ll be able to retire by age 65?Perhaps you are hoping to retire in five years and want to know if you’ll be able to stop working...

Wednesday, June 28, 2023

Summer is the time to dive into all the BBQs, beach days, pool parties, and late night get togethers on the patio.  While the summer brings all this fun in the sun and extra time outside, you might find yourself needing to...

Tuesday, June 13, 2023

We are passionate about what we do and especially about having you as a member of our Client family. You are always on our minds as we look for ways to helping you meet your financial goals.At Edelman Wealth Management Group, we...

Wednesday, May 31, 2023

Our firm prides itself on unparalleled service and that includes being easily accessible! We are available by phone, email, via Zoom on Edelman Connect, and now InPhone! InPhone is a cutting edge, user-friendly way of connecting with us.

Tuesday, May 23, 2023

If you guessed National 529 Day, then you’re correct!With college costs continuing to increase, investing in a 529 plan for your child or grandchild should be a top priority.  The gift of education is priceless.There are so...

Tuesday, April 25, 2023

Now that the tax deadline is behind us, we can all take a deep breath.With all the free time on your hands, begin organizing yourself to make sure you’re properly situated for next year’s tax season.It’s never too...

Thursday, April 20, 2023

With spring in full effect and the sun shining, you can’t help but feel the urge to get outside. There are so many benefits to this change of season.Seasonal Affective Disorder (SAD) is a real condition that can create moodiness,...

Wednesday, March 22, 2023

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.

Wednesday, March 8, 2023

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...

Wednesday, February 22, 2023

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. 

Thursday, February 2, 2023

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...

Wednesday, January 18, 2023

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...

Wednesday, January 11, 2023

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...

Tuesday, December 13, 2022

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...

Wednesday, December 7, 2022

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...

Thursday, November 10, 2022

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...

Monday, October 17, 2022

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...

Wednesday, October 5, 2022

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...

Tuesday, September 6, 2022

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...

Wednesday, August 17, 2022

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...

Wednesday, July 13, 2022

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...

Tuesday, June 28, 2022

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...

Monday, June 20, 2022

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...

Tuesday, May 24, 2022

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...

Thursday, May 12, 2022

Monday, April 18, 2022

Wednesday, April 6, 2022

Friday, March 25, 2022

Thursday, February 17, 2022

Wednesday, January 26, 2022

Friday, January 14, 2022

Tuesday, December 14, 2021

Friday, November 12, 2021

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...

Monday, October 11, 2021

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...

Thursday, September 30, 2021

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...

Friday, September 17, 2021

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...

Monday, August 30, 2021

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...

Tuesday, August 10, 2021

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...

Monday, July 19, 2021

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)...

Tuesday, July 6, 2021

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...

Monday, June 7, 2021

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...

Tuesday, May 25, 2021

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...

Tuesday, May 11, 2021

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...

Tuesday, April 20, 2021

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...

Friday, April 16, 2021

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....

Tuesday, March 16, 2021

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...

Wednesday, March 10, 2021

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...

Wednesday, February 10, 2021

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...

Tuesday, January 12, 2021

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...

Tuesday, December 15, 2020

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...

Thursday, November 19, 2020

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...

Friday, July 31, 2020

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...

Tuesday, June 30, 2020

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...

Tuesday, February 11, 2020

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...

Monday, January 27, 2020

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...

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...

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

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...

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...

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

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.

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...