We are pleased to share our 2022 Financial Planning guide, including tips regarding income and estate tax planning, charitable giving, retirement and education planning, and risk management. Due to continuing political gridlock, uncertainty remains regarding potential tax policy changes. Even with this uncertainty, it is always prudent to review your existing financial plan with your advisor team to be sure your plan reflects your current goals and desires.
Your Edge Capital representative is available to discuss your personal financial situation at a time that is convenient for you.
To read both the full and the abbreviated versions of the 2022 Financial Planning Guide please use the links below.