Financial Planning with Aging Parents
Those with aging parents are often thrust into the role of helping them manage their finances. Bruce and Peg discuss what you can do to help and how your financial plan may be impacted
Understanding the Recent Changes to Social Security
Congress recently passed changes to Social Security—do you know how you could be impacted? Social Security specialists Brian Vnak and Kate Maier join Bruce and Peg to provide a complete overview of the new Social Security reforms.
Insights from the Roundtable
Browse helpful financial articles, guidebooks and more from our Wealth Enhancement Group Roundtable team of specialists.
4 Essential Elements of Successful Investment Portfolios
In my last article, I wrote about distinguishing the portfolio you want from the portfolio you need. While there are many approaches to investing, academic research and industry data indicate that most successful approaches have the same consistent four elements: effective diversification, active allocations and cost and tax efficiencies.
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.