Financial Life Education

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You have protected, acquired and built your wealth – but are you comfortable with someday transferring it to your kids? Do they know enough about Wealth Management to handle that transfer?  Are they educated with investment strategies, financial planning and all the tax implications that may follow?   Do they understand the basic and fundamental concepts […]

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Don’t Put Your Tax Strategy on Vacation

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The changes to the tax code have left most of our clients with more questions than answers. It is easy to become confused with the newest revision to the Tax Code.  It is the most extensive change in the past 30 years.  But now is the time to evaluate how these changes will affect your […]

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Succession Planning : Communication Is the Key to a Seamless Transition

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You’ve worked hard to establish and grow your business. You’ve provided quality products and services to your clients – establishing a reputation built on trust and loyalty.  You’ve built your team of trusted employees who have shown support and dedication to you and your clients throughout the years. You care about your business – and […]

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“Spring Cleaning” – A Great Time to Reassess Your Risk Tolerance

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Spring time brings about a sense of renewal and change. Everything comes back to life after a long hibernation.  As we embrace this new season, perhaps it is a good time to reassess your financial health and ways to spark new growth or change.  Considering this Winter’s slightly tumultuous ride on Wall Street, this Spring […]

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TRUE Wealth Management – A Case Study

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We believe that TRUE Wealth Management is the combination of three main factors – protecting wealth, accumulating wealth and transferring wealth. This is achieved by utilizing four types of services – tax/accounting, financial planning, investment advisory and professional relationship management.  The following is an excellent example of how ALL facets of our organization came together […]

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Showcasing What Makes Us Different

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Life is unpredictable. Throughout the course of your life, there will be many ups and downs that will affect you personally and financially.  We, at WealthEdge, realize that wealth management issues can change rapidly, along with your wealth management needs.  And so, we will send periodic correspondence with timely information regarding all aspects of wealth […]

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