Cecil & Eady Investments

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Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.
A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
Why Renters Should Have Their Own Insurance

Young renters who are just striking out on their own may not realize that a landlord’s insurance policy typically will not cover the destruction or loss of the tenant’s possessions.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Credit Card Debt

How Long Will It Take to Pay my Balance?
Savings Goals

How much do you need to save each year to meet your long-term financial goals?