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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News on April 8, 2020
On any flight, there can be turbulence. And a veteran pilot will know how to navigate a course that can safely get everyone to their destination. The flight might be rough at times, but it will land safely on the ground. These days are a lot like that flight. Things are extremely turbulent right now, but, [...]
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Retirement on February 20, 2020
The New SECURE Act will impact your retirement savings – mostly for the better Remember when your company would provide for your retirement in the form of a pension? Most people would say, NO. Nowadays, corporate pensions are a thing of the past. Most people have to provide for their retirement themselves. Even with generous [...]
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Tax on January 30, 2020
We all know that Tax Day is April 15th. But the best time to prepare for that day is NOW. Please schedule an appointment to further discuss any unique tax situations or to request an extension. The sooner we know of any potential issues, the better prepared we will be for you. Additionally, start to [...]
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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 MoreUncategorized on December 11, 2019
To celebrate our unique diversification, the WealthEdge® Team decided to create a Recipe book for the Holiday Season. Each recipe helps to showcase our background, with personal recipes from our countries of origin. This Holiday Season, we hope you enjoy some of our favorite flavors of home. And from our home to yours, best wishes [...]
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Investments on December 11, 2019
It’s hard to be ready for the journey when you ignore the road ahead… Road conditions are paramount to any journey. People prepare by periodically maintaining the upkeep of their car’s fluids, brakes and tires. Because the best way to handle unforeseen events is to proactively prepare. Your investment portfolio is no different. The road [...]
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