Edify Financial Consulting Group

10/25/2026

In the contrarian logic of investing, rising interest rates have made bonds much more attractive, New York Times columnist Jeff Sommer says.

10/24/2026

For nearly a century, Monopoly has taught all of us ages 8 and up how to think about money.

10/23/2026

Three things for an employee to look at if your ESOP company is sold:

1️⃣ What does this mean for you financially? It’s important to be clear on the details – price per share, deal structure, and your voting rights are all important considerations.

2️⃣ How and when you’ll get paid – this varies, so it is important to be clear on the details about vesting, payout timing, and form of payment to expect.

3️⃣ Taxes and distribution options – for many employees, this may be the largest sum of money ever received, so it’s important to understand how it is taxed and how it fits in your overall financial plan.

Don’t go it alone – I can help you understand these considerations and more. Let’s connect.

10/23/2026

Social Security funds are on track to run short by 2032, which would mean a reduction in benefits. Here’s how four hypothetical households rely on the program in retirement.

10/22/2026

In Barron's newsletter focusing on women financial advisors, they highlight a coming book that includes wisdom from top women investors.

10/22/2026

The best financial lessons often start at home. As Halloween approaches, consider using candy budgets, costume spending, or trick-or-treat rewards as opportunities to teach children healthy money habits.

This Halloween, candy as currency can become a lesson on budgeting, market value, even taxes. This article covers suggested lessons parents can teach kids.

10/21/2026

When life feels heavy, forced positivity won’t help—but resilient optimism can: seeing the challenge clearly while still believing that action can make a difference.

10/20/2026

A U.S. trade pact with Europe could encompass friendly democracies and revive the old alliance.

10/19/2026

Married women can protect their finances with these five essential safeguards, from independent credit and savings to beneficiary reviews.

10/18/2026

As obesity rates rise, governments are moving beyond health advice to restrict junk-food marketing and sales—can tougher rules succeed where persuasion has fallen short?