Edify Financial Consulting Group

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10/16/2026

Learn how tax loss harvesting can reduce your capital gains taxes, offset ordinary income and position your portfolio for long-term growth entering 2027.

According to a recent study, 88% of pre-retirees have thought about retirement income, but 50% lack an updated written p...
10/16/2026

According to a recent study, 88% of pre-retirees have thought about retirement income, but 50% lack an updated written plan and even fewer work with a financial advisor. Let’s meet and look over your retirement plan to make sure you’re prepared for what comes next.

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10/15/2026

A government proposal would help fund managers sell alternative investments to a wider audience

10/14/2026

A new look at American wealth finds that many of the country’s richest people built it not through public markets, but by owning private businesses.

10/13/2026

Long-term Treasury yields hit their highest level in 24 years as inflation, Fed policy, heavy borrowing and global rate pressure push interest costs higher.

10/12/2026

Americans’ faith in college has fallen sharply—from 70% calling it very important in 2013 to 31% today—putting pressure on universities to show how they can adapt.

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a f...
10/12/2026

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a favorite charity or exploring new ways to make an impact, it may be worth considering how charitable giving can fit into your overall financial strategy. Let’s connect and discuss your goals.

10/11/2026

Moving overseas is one solution to the growing disadvantage of U.S. property taxes. Here are four countries with lower real estate prices and property tax rates.

10/10/2026

Big cities, which have a population over 250,000, come with specific financial and lifestyle benefits. But for some retirees, those benefits may not be enough to outweigh the crowding, cost of living, and busy pace of life.

10/09/2026

When it comes to finances, it’s tempting to keep our cards close to our chest. Here’s how to open up the conversation — you might be surprised where it goes...

Address

1000 Corporate Drive Ste 700
Fort Lauderdale, FL
33334

Opening Hours

Monday 8:30am - 6:30pm

Telephone

+18444334393

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