Resources

Articles

Investing

What Is Diversification?

How Do Mutual Funds and Stocks Differ?

What Is a Mutual Fund?

What Is a Closed-End Fund?

What Is a Mutual Fund Load?

What Is an Annuity?

What Is the Difference Between a Fixed Annuity and a Variable Annuity?

What Are the Different Classes of Assets?

529 Lesson Plan: High Scores for 529 Plans

Retirement

What Is a SEP IRA?

What Is an IRA Rollover?

What Is a Roth 401(k)?

What Is a 403(b) Plan?

How Can I Estimate My Future Social Security Benefits?

What Is a Self-Employed Retirement Plan?

What Are My Retirement Plan Distribution Options?

What Is a 401(k) Plan?

Risk Management

Why Are Annuities Considered an Insurance Product?

Do I Need a Business Owner Policy?

What Is Life Insurance for Business Owners?

What Is Split-Dollar Life Insurance?

What Is Last-Survivor Life Insurance?

What Is Disability Income Insurance for Business Owners?

What Is Term Life Insurance?

What Is Whole Life Insurance?

What Is Universal Life Insurance?

What Is Variable Life Insurance?

How Can I Maximize My Insurance Benefits?

How Can I Insure My Future?

Do I Need Disability Income Insurance?

How Can I Extend My Liability Coverage?

What Are the Basic Types of Life Insurance?

Newsletters

April

HOT TOPIC: International Investing: The Diverging Fortunes of China and Japan

Beware of These Life Insurance Beneficiary Mistakes

Individual Bonds vs. Bond Funds: What’s the Difference?

What’s Required of the Executor of an Estate?

How a Family Limited Partnership Can Power an Estate Plan

Fixed Annuities: Retirement Income for Now or Later

March

HOT TOPIC: Can Productivity Keep Driving the U.S. Economy?

Key Retirement and Tax Numbers for 2024

How Savers and Spenders Can Meet in the Middle

The Federal Reserve’s Key Meeting Dates in 2024

Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?

Can Your Personality Influence Your Portfolio? New Research Points to Yes

February

HOT TOPIC: Tax Season News and Survival Tips

A New Year, A New Opportunity to Save with a 529 Plan

Don’t Forget About Credit When Planning for Retirement

Do You Have These Key Estate Planning Documents?

Debit or Credit — What’s the Difference?

Small Businesses Could Face Borrowing Challenges

January

HOT TOPIC: SECURE 2.0 Provides New Retirement Savings Options in 2024

Understanding Life Insurance

Will You Work Beyond Traditional Retirement Age?

Setting a Retirement Savings Goal

SECURE 2.0 Makes It Easier to Give and Receive

How to Kill Your Zombie Subscriptions

December

HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024

Much Ado About RMDs

Medical Debt and Your Credit Report

ISM Indexes Watch for Trouble on Both Sides of the Economy

Why the EPA is Focusing on “Forever” Chemicals

New Medicare Rules Tackle Prescription Drug Prices

November

HOT TOPIC: Can Consumers Keep Carrying the Economy?

HDHP/HSA Pairing May Help Control Medical Costs

You’ve Received an Inheritance, Now What?

Bond Yields Are Up, but What Are the Risks?

Tax-Loss Harvesting Offers Chance at Silver Lining

Breaking Down Clean Vehicle Tax Credits for Business Owners

October

HOT TOPIC: Rising Oil Prices Could Pose the Latest Threat to the Economy

Time to Bulk Up Your Emergency Fund

Four Key Objectives of a Sound Retirement Plan

Managing Medicare Out-of-Pocket Costs

New FAFSA Favors Grandparent College Giving

Enriching a Teen with a Roth IRA

September

HOT TOPIC: Soft Landing or Delayed Recession?

Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option

Leave a Lasting Gift with an Ethical Will

New RMD Rules Give Retirement Savings More Time to Grow

All Eyes on the Earnings Picture

Social Security 101

August

HOT TOPIC: What’s Happening in the World of Higher Education?

Mutual Funds: What’s in Your Portfolio?

Home Energy Tax Credits

On the Move Again: International Travel Tips

SECURE 2.0: Big Impact for Small Businesses

It’s Your Money: Why Not Get Your Withholding Right?

July

Why Buy Life Insurance During Unsettled Economic Times?

SECURE 2.0 Act Expands Early Withdrawal Exceptions

REITs, Rates, and Income

Tracking the Fed’s Progress on Disinflation

Child Care Is a Budget Buster: Take Advantage of These Tax Breaks

June

HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?

How Taxes Impact Your Retirement-Income Strategy

A Mortgage Recast Is an Alternative to Refinancing

Does the Social Security COLA Help If You’re Not Receiving Benefits?

Most Grocery Shoppers Aren’t Fooled by Shrinkflation

Cheaper Hearing Aids Are Coming to a Store Near You

May

HOT TOPIC: Rescuing America’s Safety Net

Diversifying with Market Caps

Keep an Eye Out for IRS-Related Scams

Social Security Offers Benefits from Birth Through Old Age

Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work

Bear Market Emotions: Strategy vs. Reaction

Flipbooks

Financial Management Insight: Strategies to Help Build Your Future

Understanding Social Security and Medicare: America’s Retirement Safety Net

Higher Education: College Saving and Funding Strategies

Investing Basics: Embark on Your Wealth-Building Journey

Time to Get Tax-Savvy: Managing Your Tax Burden

Envisioning Your Retirement: How to Prepare Today for a More Fulfilling Tomorrow

Wealth Preservation: Planning to Leave a Legacy

Financial Protection: Using Insurance to Help Manage Life’s Risks

Videos

Should You Pay Off Debt or Save for Retirement?

Should You Sell When the Market Drops?

3 Potential Benefits of Dollar-Cost Averaging

The Basics of Social Security Retirement Benefits

Financial Planning: Helping You See the Big Picture

Stocks and Stock Mutual Funds 101

Bonds and Bond Mutual Funds 101

The Pros and Cons of a Big Tax Refund

Do You Know Who Your Beneficiaries Are?

Tax Library

Tax Publications

Calculators

Cash Management

Cash Flow Analysis

Lifetime Earnings

Retirement & Inflation

Cost of Retirement

Required Minimum Distributions

Impact of Inflation

Retirement Plan Early Distribution

Retirement Portfolio Lifespan

Risk Management

Life Expectancy

Disability Income Insurance

Saving & Investing

College Funding

Savings Accumulation

Taxes & IRAs

Tax-Deferred Savings

IRA Eligibility

Roth IRA Conversion

Request A Quote

Long-Term Care Insurance

Individual Health

Disability Income Insurance

401(k) Information Request

Information Request

Glossary

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EDGON Financial LLC
Est. 2009
EDGON Advisory LLC
Est. 2021
Phone: 959-207-3700

info@edgonfinancial.com

Connecticut Office
207 Main Street, 3rd Floor
Hartford, CT 06106
www.edgonfinancial.com

Puerto Rico Office
670 Ave. Ponce de Leon
San Juan, PR 00907

EDGON Financial does do business in CT, FL,& PR, EDGON Financial is independent of EDGON Advisory LLC, Investment Advised /Securities offered through EDGON Advisory LLC. Registered in Connecticut since 2021. Insurance Products are offered by Edgon Financial LLC

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