5 Financial Resolutions You Should Make in 2015
Bruce Helmer will discuss five resolutions you should make for your financial plan.
Financial Fitness in 2015
Bruce Helmer will discuss strategies to help you achieve a healthier financial plan this year.
Insights from the Roundtable
Browse helpful financial articles, guidebooks and more from our Wealth Enhancement Group Roundtable team of specialists.
What to Do When Everything Looks Expensive
Is Apple stock cheaper than IBM’s? How do high yield municipal bonds compare to corporate high yield? Are stocks in Europe cheap compared to stocks in the U.S.? Questions like these are on every active investor’s mind at the moment, and for good reason: Everything looks a bit expensive at the moment.
Recent Caller Questions
What purpose do bonds have in your portfolio? With equities offering so much upside over the long term, why would you invest in bonds?
Should I delay Social Security and start taking distributions from my 401k, or should I claim Social Security now and allow my 401k to continue to grow?
How critical is the preservation of capital in the first few years of retirement?
Year-End Tax Strategies to Save Money Next April
No one wants to take the time to think about their taxes in December. We want to spend our time savoring the joy of the season and thinking about our friends and family—not our accountants and tax advisors. Yet as grueling as it may seem, taking some time now to prepare your taxes can make filing easier next April, and could save you some money on your tax bill.
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.