End of Life Planning / Planning / Sudden Death on August 11, 2021
The first step of an End of Life plan is creating that plan. Choosing the right team of people to help you orchestrate that plan when you are no longer able is the MOST essential component. But there are many factors to consider when “choosing a voice”, from the technical to the emotional. Technically, you [...]
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End of Life Planning / Planning / Professional Partners / Relationships on July 29, 2021
Who you work with matters. Having a team of the right professionals not only helps you, it helps the other professional partners that you do business with. WealthEdge® can put all the necessary pieces together to save you time and money, but most importantly, to help you easily achieve your goals. We welcome the opportunity [...]
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Planning / Sudden Death on June 29, 2021
In our on-going campaign regarding Sudden Death, we will begin to address the necessary steps for a thorough End of Life plan covering the three main components – design, implementation and maintenance. But before you begin to plan for any big life event, you need to start with a conversation. Have a discussion with family [...]
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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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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 [...]
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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Education / Family / Financial Life Education / Financial Literacy Month / News / Planning / Relationships on March 19, 2019
Only 17 states require schools to offer some form of personal finance education. The educational system can teach advanced topics like trigonometry and physics, but the majority doesn’t teach real-world concepts like balancing a checkbook or creating and keeping a budget. …And the fact that money is often a taboo subject at home only compounds […]
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