Tax Tips

Category: Tax Tips
Wedding couple in love, confetti

If you’ve recently gotten married, congrats! As you already know by now, married life brings a lot of new changes. You may be transplanting cities, buying a house, or finally moving in together! Whatever exciting step you two are taking together, w...

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...

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...

The Golden Gate Bridge at dusk with the Moon in the background.

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...

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...

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