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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End of Life Planning / Sudden Death on July 9, 2021
We all know that oftentimes the first step is the hardest. Momentum can be difficult to initiate. Frankly, sometimes, you just need a nudge. At WealthEdge®, we understand how difficult it may be to begin an End of Life Plan. But, we also know the importance of beginning that process while you are still in [...]
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Planning / Sudden Death on June 29, 2021
In our on-going campaign regarding Sudden Death, we will begin to address the necessary steps for a thorough End of Life plan covering the three main components – design, implementation and maintenance. But before you begin to plan for any big life event, you need to start with a conversation. Have a discussion with family [...]
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Sudden Death on June 10, 2021
Thorough wealth management and planning can help you realize your life's goals and minimize any obstacles that you may face along the way. Proper planning is an integral step in helping with life's most challenging transitions. So, how prepared are you to die? Tough question, right? Death is never easy – but knowing that you [...]
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Stories on May 25, 2021
WealthEdge® founder and visionary, Jerry Addeo, explains the uphill struggles of starting a business. There is no such thing as an overnight success. It takes hard work, dedication, and a strong belief in yourself to start a business from scratch. But, ultimately, all of that hard work paid off, creating a truly unique wealth management [...]
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Clients / Conversations on May 11, 2021
Sometimes, if you want something done right, you just have to do it yourself. Professional partners should be just that – partners; working both WITH you and FOR you. When our client, Betty Lander, came to us frustrated with the service she received from outside partners, we could have just shrugged our shoulders. BUT WE [...]
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Definitions on April 29, 2021
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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Education / Financial Literacy Month on April 9, 2021
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 on March 29, 2021
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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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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