Edge Financial Blog

Learn about top tax savings strategies, upcoming IRS code changes, and more, all to help you save on your taxes and come out ahead.

Featured Article

As we usher in 2025, it’s the perfect time to reassess your tax strategies and ensure you’re on track for a financially healthy year. Here are five actionable steps to help you tackle your tax concerns: 1. Stay Informed on Tax Law Changes...


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Spreadsheet with Mutual Funds written on it.

First time investing in mutual funds? 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 fo...

A smiling family laying on the grass next to each other.

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. So you’ve decided to read up on filing tax...

Storefront window with "pay your tax now here!" written on it.

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-earni...

A man works on a laptop on a desk, with a notepad and cup of coffee on the side.

TurboTax news aside, 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 occasiona...

Close up of business documents stack on desk , report papers stack

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! Now, let’s chat about hiring a payroll company. 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 ...

Man and woman sitting in cafeteria discussing finance for the month. Stressed couple looking at bills sitting in restaurant wearing uniform apron. Café staff sitting together looking at expenses and bills.

Close QuickBooks and back away from the Excel spreadsheet! You need to outsource your company’s bookkeeping. 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...

The Earth as it appears from space, with bright lights.

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. It’s time to go green. However you personally choose to keep the world around you clean and h...

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