Edison Wealth Strategies

Curious about the new “Trump Accounts” for kids? Check out this CNN FAQ to see what parents should know before signing up

Trump Accounts have launched. Here’s what families need to know | CNN Business Trump Accounts, a new federal savings and investment vehicle for children, went live on July 4.

Wondering how recent tax law changes could affect your retirement income?

While these tax law changes were introduced in 2025, they're still relevant for 2026 tax planning. This article explains expanded deductions, changes affecting Social Security, and what older adults should know as they plan ahead.

Do you stay on top of tax law changes throughout the year, or wait until tax season?

The New Tax Deduction for Older Adults Who qualifies? How much is it? We answer key questions.

IRS regulators are working out details for the new “Trump Accounts” program. Read this article to learn about the proposed rules and how these accounts may work for families

If you own an auto dealership, succession planning is about more than stepping away from the business. A thoughtful plan can help protect what you've built, support a smooth transition, and prepare the next generation. Read more:

Dealership succession planning | Baker Tilly Explore the critical aspects of dealership succession planning in this insightful episode of Up to Speed. Learn strategies to maximize estate tax exemptions, manage leadership transitions and ensure manufacturer approval. Discover how to balance financial security with preparing the next generation....

: "Failure is the condiment that gives success its flavor." ~ Truman Capote

Growing a small business takes more than hard work. It takes the right strategies, resources, and a plan for sustainable growth.

This article shares eight practical tips to help business owners navigate the next stage of growth while building a stronger foundation for the future.

What's been the biggest challenge you've faced while growing your business? Share your thoughts in the comments.

We're always looking for ways to better serve our clients.

Last week, our team traveled to the Nautilus model office in Dallas to connect with their team, gain fresh perspectives, and continue finding new ways to serve our clients.

Investing in our team and learning from industry experts helps us continue delivering thoughtful guidance and an exceptional client experience.

Wondering whether disability income is taxable? This article breaks down how different disability benefits are treated for tax purposes.

Is disability income taxable? It depends. Disability income is sometimes taxable. It's important to understand the rules so you know when and how much disability income you're required to report.

: "Learning never exhausts the mind." Leonardo da Vinci