Financial Literacy

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Less than 20 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 [...]

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Tax Planning

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Baseball's Opening Day is today - Spring has begun!  But contrary to our calendar year, taxes have no season. On the surface it seems like taxes are important only once a year.  But in reality, your tax team should be constantly making adjustments and strategic observations that will lessen your tax burdens and help you meet [...]

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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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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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Don’t Fear Missing Out

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As Fahad Hasan explains, smart investment decisions are based on a company's current data and future outlook. Even though opinions may differ about when or what company to invest in, the right way to invest is to take all that information into consideration and make an educated decision. Following the crowd in a "FOMO" frenzy [...]

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A Partner Like WealthEdge®

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Business owners know that there's a LOT that goes into successfully running a business. As client Phil Tidbury explains, having a true financial partner, like WealthEdge®, is essential to his success. Knowing that WealthEdge® is there to proactively offer advice, implement financial plans and handle his unique tax situation, Phil can focus his energies on [...]

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Allowances

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The right words matter – through any mode of communication, using the right words can help you convey a feeling, ask the right question or make a detailed plan. The financial industry is riddled with confusing jargon that can impede the essential communication between you and your financial advisors. In our continuing campaign, WealthEdge® will [...]

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2020

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2020 - and what a year it was! Through elections, pandemics, lockdowns and PPP loans , WealthEdge® was proud to be able to proactively help our many clients through this tumultuous year. Our tax and accounting team prepared over 50 PPP loan applications, securing over $5.8 million in much needed small business funds. They have [...]

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Pass-Through Entity

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The right words matter – through any mode of communication, using the right words can help you convey a feeling, ask the right question or make a detailed plan. The financial industry is riddled with confusing jargon that can impede the essential communication between you and your financial advisors. In our continuing campaign, WealthEdge® will [...]

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Sophomore Series: Lessons & Experience

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During the holiday season, we are often reminded how one person’s actions can affect so many. The greed and stinginess of Scrooge impacted all of London. The Grinch’s nastiness affected all of Whoville. But their redemption opened up endless possibilities showing just how important one person can be. This holiday season, our “Sophomore Class” discusses [...]

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