|Week of February 14||
Dispelling Financial Advice Myths
Many people have many different perceptions of financial advisors, but are they accurate? Bruce Helmer tackles some of the most common myths people have about financial advisors.
|Week of February 21
What’s Your Retirement Number?
Your “number” often refers to the amount of money you need to save before you retire. How do you know what that number is? Bruce and Peg discuss what you can do to help you estimate how much you may need for retirement.
Insights from the Roundtable
Browse helpful financial articles, guidebooks and more from our Wealth Enhancement Group Roundtable team of specialists.
The Case for Emerging Market Stocks
Emerging market equities have stumbled out of the 2016 gate, continuing a trend of underperformance in the recovery since the global financial crisis. While it can be tempting to capitulate entirely when it comes to your emerging market holdings right now, those able to stomach the volatility may have an opportunity for excess returns. An old adage applies here: Stocks are the only thing that nobody wants to buy when they are on sale.
Recent Caller Questions
Should I pay off student loans before maxing out contributions to an IRA, or should I do a mix of the two?
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?
Understanding the 3 Primary Types of Trusts
Whether you’re looking to avoid probate, limit possible estate taxes or assume greater control over how your estate is distributed after you pass, there a number of benefits that adding a trust to your estate plan can provide you and your loved ones
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.