Edgewood Wealth Advisors

05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

04/29/2026

04/22/2026

🔍 Social Security comes with a lot of opinions… and even more misconceptions.

In this month’s video, we’re breaking down four of the most common myths we hear—and sharing the facts that actually matter for your retirement planning.

Here’s the truth:
Social Security is still a meaningful part of most retirement strategies, no matter your income level or when you plan to claim. And understanding how it works can help you make smarter, more confident decisions about your future.

If you’ve ever wondered:
• “Will Social Security still be there for me?”
• “Does it even matter if I have a high income?”
• “Is there a ‘best’ age to claim?”
• “Aren’t COLAs the same every year?”
…this video is for you.

Want help understanding how Social Security fits into your broader financial plan?
Let’s talk through your options and build a strategy that supports the retirement you want.

📞To schedule, call (205) 769-6030
📧 [email protected]

04/17/2026

💰 Tax refund season is here

Whether your refund is big, small, or somewhere in between, a little intentional planning can make it go further.

Here are a few thoughtful ways to put your refund to work:
1️⃣ Pay down high‑interest debt to reduce what you owe over time
2️⃣ Contribute to an IRA and strengthen your long‑term retirement savings
3️⃣ Cover taxes on a Roth conversion if that strategy aligns with your goals
4️⃣ Boost a 529 education savings account to support future education costs
5️⃣ Treat yourself—mindfully because balance matters in financial wellness
6️⃣ Give back to causes that matter to you

At the end of the day, it’s about making choices that support your life, your goals, and your future.

Not sure which option fits your financial plan best?

We’re here to help you think it through and make the most of your refund.

📞To schedule, call (205) 769-6030
📧[email protected]

04/15/2026

⏳💼 Today is Tax Day

A final reminder to get those returns filed and any payments submitted before the deadline.

Whether you filed early or you’re wrapping things up today, taking a moment to review your broader financial picture can make a meaningful difference for the year ahead.

A few quick notes for today:
✔️ April 15 is the deadline to file your federal return
✔️ Extensions must also be submitted today
✔️ An extension gives you more time to file—not more time to pay
✔️ If you expect to owe, submitting an estimated payment can help reduce penalties and interest

Once the rush of Tax Day is behind you, it’s a great time to think about how taxes fit into your long‑term strategy—retirement contributions, Roth conversions, investment placement, and more.

Want to feel more confident heading into the rest of the year?
We’re here to help you plan proactively and stay on track.

📞To schedule, call (205) 769-6030
📧[email protected]

04/08/2026

🧓📊 Thinking about when to take Social Security?

It’s one of the biggest retirement decisions you’ll make—and the right timing can make a meaningful difference in your long‑term income.

This month, we’re breaking down the key factors that can shape your Social Security strategy, including:

✔️ How your benefit changes at 62, 67, and 70
✔️ Why your work status and earnings may impact your benefit
✔️ How your health, family history, and savings play a role
✔️ What “full retirement age” really means
✔️ Why Social Security remains a cornerstone of retirement income for most Americans

There’s no one‑size‑fits‑all answer. Your ideal timing depends on your goals, lifestyle, and financial picture.

Want help understanding how Social Security fits into your retirement plan?
Let’s talk through your options and build a strategy that supports the future you want.

📞 To schedule, call (205) 769-6030
📧 [email protected]