Bruce Helmer and Peg Webb will discuss how to budget for the holidays and keep your costs under control.
Charitable Giving & Your Finances
Bruce Helmer will discuss key factors to keep in mind when donating to your favorite causes.
Insights from the Roundtable
Browse helpful financial articles, guidebooks and more from our Wealth Enhancement Group Roundtable team of specialists.
Small Caps: The Good, Bad and the Ugly
U.S. Small Cap stocks have had an ugly year in 2014. U.S. Small Cap stocks trailed U.S. Large Cap U.S. stocks by 10% as of 10/28/2014. Investors with a well-diversified portfolio—which includes small caps—have watched their returns trail major market indexes.
Recent Caller Questions
How critical is the preservation of capital in the first few years of retirement?
When I pass, is there a step-up in basis for my assets inside of an IRA and 401k?
If a loved one has an established trust, will that avoid probate? If that trust has sizeable holdings, how would you recommend splitting those assets among three beneficiaries?
Don’t Ignore the Unexpected Costs of Moving in Retirement
It can be an enticing thought to consider living in a sunny locale during the frigid winter months. When you consider states like Texas or Florida that boast no state income taxes (in addition to some great winter weather), the impulse to purchase a new home for retirement can be overwhelming. However, simply looking at a state’s income tax rates doesn’t paint a complete picture of the potential costs of moving.
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.