Eric Agrimson - Cedrus Wealth Group - Financial Advisor

08/01/2026

We would love to see you there! If you can make it please sign up. We would love it to fill out for Legacy. Just a few more spots remaining.

⛳🚨 The countdown is on!

Only a handful of spots remain for Golf for Youth! Grab your friends, coworkers, or family and get your foursome registered before the spots are gone.

🏌️ Not golfing? You can still be part of the day! Sponsorships are open through August 1.

🔗 Become a sponsor at https://app.eventcaddy.com/events/golf-for-youth-legacy-2-inspire/store

07/17/2026

Money Can Do More Than Provide. It Can Impact Generations.

Recently, I had the privilege of working with a couple whose perspective on money was not the norm.
They have built a significant estate over their lifetime through wise decisions, hard work, and faithful stewardship. But what stood out most wasn't the size of their portfolio—it was their heart.

Their primary question wasn't: How can we keep more for ourselves?

It was: How can we thoughtfully use what we've been entrusted with to make a meaningful impact while we're still here to see it?

Together, we explored strategies to help them:
• Gift appreciated investments in a tax-efficient way
• Utilize Qualified Charitable Distributions (QCDs)
• Incorporate a Donor Advised Fund into their giving plan
• Preserve certain assets that may receive a step-up in basis for heirs
• Manage income levels to help stay below important Medicare IRMAA thresholds
• Ensure they maintain the lifestyle and financial security they desire

Most importantly, we helped align their financial resources with their values.
One of my favorite parts of this profession is walking alongside people as they discover that financial planning is about much more than numbers. It's about helping families live intentionally, take care of those they love, support causes they believe in, and leave a legacy that reflects what matters most to them.

This couple understands something that I believe is true:
Money is a tool. Not simply for what it can do for us, but for the difference it can make in the lives of others.

I left our meeting encouraged and grateful for the opportunity to help steward that vision alongside them.

07/10/2026

The most dangerous financial trap no one talks about. Looking successful.

This is something I'm seeing more and more, and I wanted to share it in hopes that it helps someone who may be struggling in this area get on a better path.

I am seeing it all the time.
The nice cars. The vacations. The lifestyle that makes it look like someone has it all figured out.
But behind the scenes?
• Little to no savings.
• No meaningful investments.
• No plan for the future.
We're living in a time when the appearance of wealth has never been easier to create. Unfortunately, many people are sacrificing something far more valuable than appearances. Their Future!

Discipline is one of the greatest financial assets you can have.
Not because it's flashy.
Not because anyone will notice.
But because discipline turns income into wealth.
It's easy to spend money. It's harder to save it.
It's easy to follow the crowd. It's harder to stick to a plan.
It's easy to buy things that look successful. It's harder to make the choices that actually create financial freedom.

Keeping up with the Joneses is a losing game.
You don't know their debt.
You don't know their stress.
You don't know what's happening behind the curtain.
Stop comparing your real life to someone else's highlight reel.

The reality is that wealth is usually built through ordinary decisions repeated consistently over time.
• Living below your means.
• Investing consistently.
• Avoiding unnecessary debt.
• Staying committed when others are chasing the next shiny thing.

The clients I've seen thrive long-term aren't typically the ones who lived the biggest lifestyle in their 30s. They're the ones who made quiet, steady, disciplined decisions year after year.
Don't get me wrong, there's nothing wrong with enjoying nice things.

Just make sure your money has a purpose before it's spent. Give your dollars a job. When you do, you'll be amazed at what those dollars can accomplish over time.

Real wealth isn't built by looking successful. It's built through discipline, consistency, and intentional decisions.

If this resonates with you, share it. Someone in your circle may need this reminder today.

07/04/2026

Markets are closed, and so are we.

In observance of the 4th of July, our office will be closed Friday, July 3rd.

We hope you enjoy celebrating the land of the free and home of the brave with loved ones!

07/02/2026

I am honored and humbled to be named 2026 Ambassador of the Year by the I-94 West Chamber of Commerce.

I am incredibly grateful for this recognition and thankful for the opportunity to serve alongside so many outstanding business leaders.

The Chamber has been a great place to grow professionally, build meaningful relationships, and learn how to better support local businesses and our community.

If you are not careful, you may just end up making many great friends too.

Congratulations to all of the Circle of Excellence Award recipients. It was a privilege to celebrate the people and organizations that make our community stronger through their leadership, service, and commitment to others.

If you're not involved with the I-94 West Chamber of Commerce, I would encourage you to take a closer look. Reach out anytime—I would be happy to help get you plugged in.

Thank you again to the Chamber for this honor. I am truly grateful.

06/24/2026

Need an excuse to golf on a Tuesday?

Skip the meetings.

Spend the day with friends.

Enjoy great golf, lunch, games, and prizes.

And know that every swing helps create spaces where youth feel seen, heard, and valued.

Tuesday, August 18 at Fox Hollow Golf Club.
9 AM Shotgun Start.

🏌️ Register today as a golfer! https://app.eventcaddy.com/events/golf-for-youth-legacy-2-inspire/register

06/08/2026

Step-Up in Basis: Simple but Often Misunderstood

One of the biggest wins in tax planning… and one of the most misunderstood.

What is a step-up in basis?

• When someone passes away, certain assets reset to current market value

• This can reduce (or eliminate) capital gains taxes when sold

Common examples that DO get a step-up:

• Individual stocks

• ETFs

• Mutual funds

• Real estate

• Taxable investment accounts

But not everything qualifies… Some assets do NOT get a step-up:

• IRAs and 401(k)s

• Annuities

• 529 accounts

• Deferred compensation

• Savings bonds

Why this matters:

• Two assets can look the same on paper… but be taxed very differently

• Smart planning can help families keep more of what they’ve built

Bottom line: Not all assets are created equal when it comes to taxes.

Understanding the difference can make a big impact for the next generation.

06/03/2026

⛳Join us for Golf for Youth, Legacy 2 Inspire’s first annual golf scramble fundraiser on August 18 at Fox Hollow Golf Club!

Register as an:
🏌️ Individual Golfer
🏌️ Foursome Team

Want to level up your round? Add a Game Pack that includes:
⛳ 1 Mulligan
⛳ 1 Tee Box Advantage
⛳ 1 Drink Ticket

Every swing helps support Legacy 2 Inspire’s mission of connecting with youth through building together and funds programs for the 2026–2027 school year.

Grab your spot and swing for a purpose!

🔗Register at https://app.eventcaddy.com/events/golf-for-youth-legacy-2-inspire/register