Finance / Relationships on March 9, 2021
Every productive relationship is an exchange of information and ideas. Each participant brings something important to the table. We value our relationships with our clients and we understand that the best way to help them meet and exceed their financial goals is not only to act, but to truly listen. We have always believed that [...]
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Education / Finance / Investing / Investments / Planning on February 26, 2021
As parents, we want give our children more experiences and opportunities than we had. But some parents fall into the trap of investing in their child's future to the detriment of all else. Saving for your child's education is important, but that savings should go hand-in-hand with other long-term investments like retirement and emergency savings [...]
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Clients / Conversations / Finance on February 18, 2021
Business owners know that there's a LOT that goes into successfully running a business. As client Phil Tidbury explains, having a true financial partner, like WealthEdge®, is essential to his success. Knowing that WealthEdge® is there to proactively offer advice, implement financial plans and handle his unique tax situation, Phil can focus his energies on [...]
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Conversations / Finance / Planning / Relationships / Tax / Wealth Management on May 27, 2020
Stan Kagan, Director of Taxation for WealthEdge® discusses a Dr. Suess quote he stumbled upon while homeschooling his children.
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Conversations / Finance / Planning / Relationships / Tax / Wealth Management on May 13, 2020
Stan Kagan, Director of Taxation for WealthEdge® discusses the value of a true financial partner in a recent phone call interview.
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Throughout history, every generation has faced hardships that have called on them to make difficult decisions and hard choices. Whether it was world wars, stock market crashes, terrorist attacks or pandemics, each generation took these challenges and became stronger by learning that sacrifice is not a punishment, but an opportunity. COVID-19 has impacted ALL aspects [...]
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Finance / Financial Life Education / Planning / Wealth Management on December 17, 2019
It’s hard to believe that 2020 is upon us - a new year, a new DECADE, a new beginning. So, to celebrate the ringing in of 2020, here is a list of the 20 things you should add to your financial new year’s resolutions. Define your financial goals for the coming year. Go over your [...]
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Nobody wants to be on the Naughty List – especially when it comes to finances. Santa’s Naughty List might get you a piece of coal, but your financial Naughty List might prevent you from making proactive decisions, costing you a significant amount of money. Here are some things you should consider before the year’s end [...]
Read MoreFinance / Planning / Wealth Management on September 24, 2019
Most of our clients are great on their financial “offense” – they are dedicated high-level professionals who earn significant wealth through their income. But, most often, these same people do not have a strong financial “defense”. They can spend their money without even realizing it, on both frivolous expenses and through Autopay events for items [...]
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Economic Freedom / Finance on June 1, 2019
The month of July brings forth thoughts of barbecues, vacations and Fourth of July fireworks. Commemorating our country’s independence is a celebration of our independence and freedom. But, what about your finances? Are you financially independent? Do you have economic freedom? Many people mistakenly think that financial independence and economic freedom are terms to describe [...]
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