Education As An Investment

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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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How Dr. Suess Relates To Our World

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Stan Kagan, Director of Taxation for WealthEdge® discusses a Dr. Suess quote he stumbled upon while homeschooling his children.

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The Value Of A True Financial Partner

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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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Time is an opportunity

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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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New Year, New DECADE, New Beginning.

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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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Offense/Defense, A Personal Financial Planning Strategy

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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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Talking to your kids about personal finance – at any age

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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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Is Your Tax Team Ready When You “Step Up to the Plate”?

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To some, baseball is a boring, slow paced sport.  To the inexperienced eye, it appears that the players do nothing but stand around and wait for the ball to come to them. But, in reality, baseball is a game of strategic adjustment and observation.   When a batter steps up to the plate, the team on [...]

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A Quick Video from our Founder on “What Sets Us Apart”

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So, what sets us apart from other financial firms that promise Wealth Management? Our founder, Jerry Addeo, explains that we define Wealth Management differently.  We believe that true Wealth Management is the combination of three main factors – protecting wealth, accumulating wealth and transferring wealth – with a sensitivity to all of the significant tax […]

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Make a Tax Planning Resolution

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Everyone makes some resolutions for the New Year.  Along with your resolutions, consider adding one more – ACCURATE RECORD KEEPING.  Thorough and accurate tax planning can be accomplished with timely and accurate record keeping.  This is always an excellent strategy to help lessen your tax burdens and assist your tax team before the April tax […]

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