Magnolia Wealth Management

09/03/2026

Confused by TOD, POD, and beneficiaries? You’re not alone. In this ...

08/28/2026

In today's Finance Friday segment on WTVY, Ed and Forrest talked about a simple strategy you can start using before the holiday shopping begins: a Holiday Sinking Fund.
The goal? Enjoy the holidays without starting the new year already playing catch-up.

Magnolia Wealth Management talks about setting up a pre-holiday sinking fund.

08/19/2026

LUMP SUM OR ANNUITY? Let's say you just won the lottery. You have t...

08/13/2026

💡 The biggest financial cost isn’t always what you lose… it’s what you never gain.
▶️ Watch now to see how small decisions today can impact your future.

When it comes to financial decisions, the biggest cost isn’t always...

08/05/2026

WTVY Morning Mingle – Finance Friday 📺
Last Friday on WTVY's Morning Mingle Finance Friday segment, Ed Cox of Magnolia Wealth Management talked about the importance of planning ahead for college costs. From 529 plans and the true cost of higher education to recent student loan repayment changes, the discussion focused on helping families make informed financial decisions—without losing sight of their own retirement goals.
Missed the segment? Watch it here.

Ed Cox talks about how parents can start saving for college now.

07/30/2026

🎁 How much can you gift without reporting it to the IRS in 2026?
In our latest Magnolia On Money video, we explain:
✅ Annual gift limits and reporting rules
✅ Lifetime estate tax exclusion basics
✅ What counts as a gift for IRS purposes

Wondering how much you can gift to your children or loved ones with...

07/23/2026

Confused about the 5-year rule for Roth accounts? You’re not alone....

07/16/2026

⚠️ A hidden retirement risk most people don’t see coming when a spouse passes away.
This is often called the “widow’s tax trap”—and it can catch families off guard.
Watch our latest Magnolia On Money video to learn how proactive planning today can help protect your future. 🎥

Did you know your taxes can increase significantly after losing a s...

07/08/2026

📊 Inherited an IRA? The rules are different depending on who you are.
In our latest Magnolia On Money video, we break down:
✅ Spouse vs. non-spouse rules
✅ The 10-year rule explained
✅ When RMDs still apply
✅ Mistakes to avoid
These decisions can have major tax consequences—make sure you get them right.
Watch Now:

Inherited an IRA? The rules can be confusing—but getting them right...

07/04/2026