Taxes

• Tax Planning
  Having your taxes prepared is sort of like keeping score in the game of finances. At the Winning Edge, We don’t want to just keep score. We want to be your financial coach. We want to show you how to improve your financial situation not just calculate your tax result. As we work together we will help you to create and implement strategies designed to increase your wealth and future income needs while keeping your taxes as low as possible. There are many wealth accumulation techniques available and most people only know a few. The majority of people don’t even take advantage of the few strategies that they hear about. It is important to know that you have a lot more control over your tax situation than you would imagine. Our premium tax practices video can give you several ideas of how we use our knowledge of tax laws to help you achieve your financial goals. With our tax planning service, we show you how to use the tax laws to benefit you and help you on your way “Toward A Bright Financial Future.”
• Estate Taxes
• Tax Services
  All information contained in this website is only intended as information about the history, development and strategy of the firm’s tax service as well as other services. It is not to be interpreted as an offer to sell any particular security or product without proper consultation. Its sole purpose is informational to make people aware of the mission statement and ideals of the founder. Any mention of other related services offered by the firm are to inform that they are available after a consultation. People are only encouraged to come in or contact the firm to have their taxes prepared professionally and or design a financial plan. They would then have the option of receiving complete and personalized information to make an educated choice as to what products if any are suitable to their personal situation at that point if they so choose. Potential investment clients must receive prospectuses or any other legally required materials before any investment can be made.
• Income Tax
  Did you know that it is possible that the government is named as a beneficiary on a very large percentage of your assets? If you have managed to accumulate some wealth during your lifetime that may very well be the case. Many people are unaware of how much the government’s estate tax and income tax takes from people when they die. The government will take this money with absolutely no concern for the wishes of the deceased. At The Winning Edge Financial Group in Clifton NJ, WE can show you strategies that will help prevent this from happening. At The Winning Edge we use our knowledge of the estate tax laws to work hard for you to make sure that your hard earned assets go where you decide and not to the government. Most people think that the Estate Tax only affects the very wealthy. Unfortunately, that is not always the case. Depending on the types of assets you or a family member own at the time of death, the beneficiaries can lose most of the estate. In fact, between income taxes and estate taxes the family can lose almost the entire estate. It almost seems impossible but it is often true. Beneficiaries can easily make uninformed decisions when combining a lack of understanding tax laws and the emotional strain people face during a period of grief. These choices can cause devastating financial results that could have been avoided with proper planning and professional guidance.

Investment

• Investment Management
  Many people would like to have a successful investment portfolio but don’t have the slightest clue where to begin. The next big hurdle is to find someone to trust with their money. At the Winning Edge Financial Group in Clifton, NJ we strive to solve both those concerns. There are so many investment planning options that exist, so naturally there is much confusion finding the one that is right for you. It is important to feel confident that the financial planning company you choose is one you can trust to put your best interests first and not the company’s bottom line. With so many companies more worried about how much commission they will earn on a specific product or course of action it is easy to understand how hard it is to put your faith in any advisor. We have built our reputation putting you, the client first. We then build a portfolio strategy that will give you confidence that you are moving in the right direction. On this website you will find many free informative videos that will help you understand who we are and how we can help you to reach your goals. I also recommend our premium video on wealth accumulation. It will give you an idea of how we work with our clients to reach their financial goals. I think it will help you to decide that we are the company you would like to work with. We would welcome the opportunity to help you on your journey “Toward A Bright Financial Future.”

Planning

• Financial Planning
  Simply select all options that you want to simulate and the tool will solve for the missing piece of information. For example you can select $500 per month as an investment, pick a number of years and then a final amount that you would like to have in the future. Then you can solve for what rate of return you would need to reach that goal. Of course this tool is not meant to simulate any particular investment strategy. It is only meant to give you an idea of what is possible with various investment amounts at varying rates of return. For a complete list of financial planning options more geared to investment results and the risk associated with each strategy you must schedule an interview. We will be happy to work with you to develop a personalized plan using our proprietary Winning Edge 6-step financial planning process. This process takes into account your tax bracket, financial information, tolerance for risk, and a variety of other factors to develop a personalized plan to help guide you on your journey "Toward A Bright Financial Future.”
• Retirement Planning
  Whether you are a business owner or an employee, there are many retirement plans to choose from when trying to reach your retirement goals. There are many new plans being added to the list of choices all the time. With so many choices it is almost impossible for the average person to make an educated choice as to which one is best without the benefit of some outside advice. That is why The Winning Edge Financial Group in Clifton, NJ offers our retirement planning service. We will sit with you and analyze your personal situation to see which retirement plan best suits your needs. We will seek to minimize your tax liabilities while maximizing your benefits and long term security. If you’re a business owner we make sure your choices will have a maximum benefit for you and your key employees while keeping your costs for administration and other non-key employees as low as possible. If you are an employee, we work hard to make sure any plan you choose will complement any options or plans you may have available to you at work. We will even review your work sponsored plans and make sure the options you have selected are working for you in a way that makes you comfortable. If your company doesn’t offer you a retirement plan we can help them to start one. We offer our retirement planning services to help you move forward with confidence toward your financial goals. Let The Winning Edge help you take “Your First Step Toward A Bright Financial Future.”
• Long Term Care
  As we work toward your bright financial future we also look to minimize your risk along the way. We hope you will take a look at all the free video content we offer on our website to briefly explain the importance of all the various types of insurance that can be purchased to protect you and your family. After all, what good is a portfolio that builds wealth and minimizes your taxes if it is at risk from other unexpected occurrences? There is nothing more tragic than having a solid portfolio and not protecting it from the unexpected things in life. What if you or someone you love were suddenly disabled, ill or passes away? There is no way to prepare for these things emotionally. However, we can take steps to make sure that an emotional tragedy does not necessarily have to become a financial tragedy as well. Let us help you to decide what insurance is necessary and affordable to make sure that your bright financial future is not undone by life’s unexpected events.
• College Funding