Location, Location, Location: The New Rules of Investing
Location isn’t just important in real estate; it’s also important to remember when investing. Tax specialist Ken Smith joins Peg Webb to discuss why asset location is so critical and what to consider when locating your investments.
Planning for College Costs
High school graduations mean college is on the horizon for many families. Are you ready for these expenses? Bruce Helmer will discuss what you can do to help combat the high costs of college.
Insights from the Roundtable
Browse helpful financial articles, guidebooks and more from our Wealth Enhancement Group Roundtable team of specialists.
Currency Headwinds Taking Center Stage
As a CIO, one of the things I do is review research reports from big firms with names we all know, like Merrill Lynch and Goldman Sachs. Over the past couple of days, I couldn’t help but notice how many times I saw the words “currency headwinds” when the discussion came to the current earnings season.
Recent Caller Questions
Should I take Social Security when I retire at age 64, or should I use money from my 401k until I reach full retirement age?
I own a rental property that didn’t generate any income last year. Are expenses incurred on the property still deductible?
My life insurance cash value is starting to go down. What are my options with the policy?
Understanding How Your Social Security Benefits May Be Taxed
After decades of paying payroll taxes, some people assume that Social Security is a tax-free benefit. If your sole source of retirement income is Social Security, your benefits may very well be tax-free. However, if you have other sources of income beyond just Social Security, it’s very likely that at least some of your benefits will be taxable.
Have a question? Get it answered on the air!
About Wealth Enhancement Group
At Wealth Enhancement Group, we believe we offer a fundamentally different approach to planning for retirement. Our firm was founded on the belief that all hardworking individuals, families and business owners should have access to the same level of knowledgeable expertise, sophisticated strategies, dedicated resources and unparalleled service typically offered to the ultrawealthy, enabling you to relax and enjoy your life now and throughout retirement. Since the mid-1990s, we’ve based our organization on one principle: Do what’s right for the client. By putting you first, we seek to provide advice that is always in your best interest, and that your financial future is based on your values and goals.