Edge Financial Blog

We love writing about tax, talking about tax, and regaling all things tax.

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Divorce is difficult, no matter the cause. Whether you were married three months or ten years, whether you have a lot of shared property or very little, and whether or not you have children. Separating from a spouse is an emotionally challenging, fin...


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First time investing in a mutual fund? Congrats! That’s exciting stuff. You’ve officially joined the ranks of hundreds of thousands by taking part in a diversified, professionally managed investment vehicle. Of course, as with any new financial f...

It sounds like congratulations are in order! If you’re reading this, there’s a good chance your teenager is in a position where you’re wondering if they might need to file their first tax return. There could be a ton of reasons for this—part-...

Stop us if you’ve heard this one. There are only two certainties in life: death and taxes. Of course you’ve heard it! Everyone has. The persistent reality of filing your taxes year in and year out for your entire adult, income-earning life can be...

Most taxpayers don’t think about their taxes year-round. You think about them when tax season rolls around, but once you’ve filed in March or April, you put those thoughts aside until next year. Well, except for the occasional receipt or tax docu...

At Edge Financial, we’re all about taxes. We Ooh! at a perfectly prepared tax return, and we Ahh! at a smartly deducted investment loss. (Yeah, we’re tax geeks. Jealous?) It’s because we’re such tax geeks that it simply pains us to see unfile...

Three cheers for payday! We all know the feeling. There’s nothing quite like looking at your bank account and seeing the direct deposit—or having an office manager slip that paycheck envelope onto your desk on a Friday. There just truly is nothin...

Close QuickBooks and back away from the Excel spreadsheet! Let us explain. We’re not here to knock accountants. Heck, just the opposite! At Edge Financial, we geek out about numbers. We love a good set of company books, and we consider bookkeeping ...

In this day and age, you can’t avoid hearing about the environment, whether you’re watching a presidential debate or just walking down the street. However you personally choose to keep the world around you clean and healthy, you have to admit tha...

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