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laurenbertilson
Dec 18, 20243 min read
Generosity: The Key to Financial Health and Life Well-Being
At Cedrus Wealth Group, we believe generosity is a transformative investment that pays dividends beyond financial gain. It enriches...
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Nicholas Greenwald
Nov 19, 20244 min read
Prepare Financially for Year-End: Smart Steps to Start the New Year Strong
As the end of the year approaches, it’s the perfect time to focus on strengthening your financial foundation. At Cedrus Wealth Group, we...
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Cedrus Wealth Group
Oct 2, 20244 min read
Your Roadmap to Financial Freedom: 3 Essential Milestones for a Prosperous Financial Future
Embarking on a financial journey without a clear plan is like setting off on a road trip without a GPS—sure, you might find some cool...
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Cedrus Wealth Group
Oct 2, 20242 min read
Life Insurance: The Insurance for Life's "What-Ifs"
Life insurance is your financial safety net for life's unexpected "what-ifs," providing confidence through different options.
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Cedrus Wealth Group
Oct 2, 20242 min read
Understanding Social Security: Key Ages and Benefits (And Why Waiting Can Be Worth It)
1. Important Ages: 62, 67, 70 - Age 62: You can start receiving Social Security benefits at 62, but your monthly payments will be...
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Cedrus Wealth Group
Oct 2, 20242 min read
What is a Donor Advised fund and 5 ways to leverage it to be Tax-Efficient and Generous
Using a Donor-Advised Fund (DAF) is a tax-efficient way to be generous offers numerous benefits, from immediate tax deductions and...
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Cedrus Wealth Group
Oct 2, 20244 min read
7 Smart Ways to Fund Your Child's College Education
Planning for college is one of the most significant financial challenges many families face, but there are multiple strategies available...
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