Location, Location, Location: The New Rules of Investing
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.
5 Financial Steps You MUST Take Before You Turn 65
Age 65 has historically been associated with retirement. And even though people are working longer, turning 65 remains a milestone for many of those in or nearing retirement. Bruce and Peg will discuss five things everyone needs to do before reaching age 65.
Insights from the Roundtable
Browse helpful financial articles, guidebooks and more from our Wealth Enhancement Group Roundtable team of specialists.
Europe’s Groundhog Day: Can the E.U. Break Out of 2011?
No investor or lawmaker would want to relive the turmoil that faced the U.S. economy in 2011, when uncertainty over the Federal Reserve’s “QE2” program and the political standoff over the government’s debt ceiling brought stomach-churning levels of volatility to the capital markets and threatened to undermine the still-fragile recovery.
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?
5 Tips to Help You Boost Your 401k Savings
From matching contributions to significant tax advantages, your 401k is one of the most important tools you have when saving for retirement. Because a 401k is so critical to your overall financial plan, it’s important to make sure you’re making the most of it.
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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.