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.
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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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Well, Tax Day 2019 has come and gone. What do you have to show for it? Or, have you missed the tax deadline? As one might expect, you probably fall into one of three categories following April 15: the Goal, the Reality, and the Worst-Case Scenario. T...
Quick, don’t move! Seriously, stay right where you are—that is, if you live in a high-tax state. Right now, you may be wondering what the heck we’re talking about right now, so let us take a brief moment to explain. In 2019, thousands of reside...
We all like to consider ourselves smart. But it doesn’t stop there. Most of us like to think of ourselves as intelligent, but also shrewd, discerning, and street smart. We aren’t here to dispute that. On the contrary, we agree with you! Because i...
For some people, Tax Day is like a holiday. They’re not always tax nerds like we are, either! Often times, the taxpayers who really come alive during tax season are the ones who thrive on the details. Their taxes look good. Darn good. They are stic...
Let the countdown to filing your tax return begin. It’s hard to believe that we have merely a month left until Tax Day, but time really flies when you’re having fun. At Edge Financial, we keep ourselves busy year-round, but as you can probably gu...
Investing comes with risk. A lot of it. And that’s why we wanted to talk about tax-loss harvesting. Of course, if you’re a seasoned investor, we’re surely not telling you anything new. After all, phrases like “all investments carry risk�...
Filing your taxes takes forever. Right? And there’s no way you can file your tax return when you’re busy. Right? At least that’s what we hear. Ask any Joe or Jane Schmo on the street, and you’ll hear the same thing. Taxes are a long p...
Let’s say you’ve just taken out your very first loan to help pay for your child’s college education. Or maybe you’re a parent filing for the first time with student loans in repayment. Clearly, it’s time to learn about taxes and financi...
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