Our Definition of Success

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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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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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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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Couples & Finances : Communication is Essential

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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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