Edge Financial Blog

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

Featured Article
Business people having a party with balloons, hats and horns.

We did it again, folks. For the fourth consecutive year, Edge Financial has been named to the Inc 5000 list of fastest growing private companies in the United States. Maybe our concept of time has just been a little warped from the last year and a ha...


Latest Posts
Woman holding fanned out money in front of her face.

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...

Calculator and pen sitting on a paper receipt.

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...

Shot of a senior couple getting advice from their financial consultant at home

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...

A man's finger points to a single piece of paper with various charts.

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...

A day planner complete with hand-written days and check boxes.

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...

Trough window glass. Designer brainstorming new ideas

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...

Businesspeople walk and stand in front of a large window in front of a city skyline.

When companies avoid paying taxes, it seems like the headlines pop up everywhere: “Amazon will pay $0 dollars for the second year in a row.” – The Week “Apple Successfully Avoids $50 Billion in American Taxes.” – G...

Heart-shaped wooden cutouts hanging in front of a blurred background.

As Valentine’s Day fast approaches, there’s no denying it. We’re in the season of love. Most know Valentine’s Day as the holiday of romance, the most romantic day of the year for couples (and singles) alike. But if you take the complete oppos...

Ready to get started?
Navigation