Beneficiary Designation Review
Bruce Helmer is joined by Financial Advisor Ben Hess to discuss the importance of having up-to-date beneficiaries.
Making the Best Investment Decisions for YOU
Bruce Helmer is joined by Chief Investment Officer Jim Cahn to discuss strategies for making investment decisions that fit with your unique situation.
Insights from the Roundtable
Browse helpful financial articles, guidebooks and more from our Wealth Enhancement Group Roundtable team of specialists.
Bruce Helmer Discusses Retirement Savings on WCCO
Paradox Of Growth: The Fastest-Growing Economies Don’t Have The Highest Stock Market Returns
It’s dangerous to make assumptions, especially when it comes to investing. When assumptions that seem so “obvious” are proven to be untrue, it’s a reminder to me and all of us that we cannot make all financial decisions based on “gut” or “common sense.”
What advice do you have on how to raise financially responsible kids?
As a parent and a financial advisor, I’ve thought quite a bit about the best methods when it comes to raising financially responsible kids, and I’m convinced that it has less to do with learning arithmetic and more to do with learning values.
If your child has the confidence to make independent, informed decisions based on his or her values, I believe this will organically influence his or her decisions about money.
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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.