5 Habits of the Financially Successful
Financial success can mean different things for different people, but those who have achieved it have many of the same skills. Bruce and Peg discuss five of the most common traits of those who have achieved financial success.
4 Financial Mistakes Women Should Avoid
Because of the significant challenges women can face when saving for retirement, it’s important to make sure there aren’t any errors in your financial plan. Peg Webb is joined by financial advisor Jennie Boland to cover four financial mistakes that can wreak havoc on women’s financial plans.
Insights from the Roundtable
Browse helpful financial articles, guidebooks and more from our Wealth Enhancement Group Roundtable team of specialists.
Which Financial Services Are Worth Paying For?
Selecting financial services that will help you reach your financial goals is important, but it’s not always easy figuring out which ones are worth paying for and which aren’t. Successful investors know the difference.
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?
Should You Use a Roth IRA for College Savings?
When thinking about how to save for college, one of the first things that comes to mind is the 529 plan. Since their introduction around the turn of the century, Americans have invested about $250 billion in 529 plans, making it the most popular tool for college savings.
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.