The New SECURE Act

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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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Are You Prepared For Tax Day?

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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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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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WealthEdge® Family Recipes

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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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Are you ready for the journey?

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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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The Financial Naughty List

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Nobody wants to be on the Naughty List – especially when it comes to finances.  Santa’s Naughty List might get you a piece of coal, but your financial Naughty List might prevent you from making proactive decisions, costing you a significant amount of money. Here are some things you should consider before the year’s end [...]

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Thank You

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As Thanksgiving approaches, we wanted to convey our gratitude to YOU, our clients. We are truly grateful to have the privilege to work with you and to help you attain your financial goals. But, more importantly, we are thankful that our relationship goes beyond that. We are so very grateful to share in your life’s [...]

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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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“FALL” Into Some Beneficial Tax Planning Strategies

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Now that the summer months are behind us, it is time to start thinking about Fall – cooler weather, apple picking, pumpkin spice and…..tax planning. There are many tax planning strategies that you can explore NOW that can potentially save you some tax headaches later. Did you have a large “life-event” or major purchase?  It [...]

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Do you remember “The Talk”?

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We sat down with our team and asked them if they remember "The Talk" with their parents. Do you?

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