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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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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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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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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Family / Financial Life Education / Relationships on March 13, 2019
April is Financial Literacy Month and it is the perfect time to assess your own financial knowledge along with helping those around you with theirs. Every person has distinct ideas of what money means to them. Does money help you create a legacy or is it the vehicle through which you define your life’s goals? [...]
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