Money & Relationships
Why is money commonly cited as a reason people break up? Bruce and Peg discuss common financial stressors in a relationship and how you can help prevent them.
Taking Inventory of Your Insurance
Is the insurance policy you purchased all those years ago still right for your family? Insurance specialist Jennie Boland joins Bruce Helmer to discuss the importance of reviewing your insurance and what to look for when doing so.
Insights from the Roundtable
Browse helpful financial articles, guidebooks and more from our Wealth Enhancement Group Roundtable team of specialists.
2015 Global Outlook: Convergent and Uncertain
Last year was marked by major divergence between the U.S. and the rest of the world, in everything from economic growth to the returns of major stock and bond indexes. In 2015 we will likely see the convergence of performance with the rest of the world rushing to catch up with the U.S.
Recent Caller Questions
How are benefits reduced by working the year I reach full retirement age?
Do previous distributions figure into the required distributions at age 70.5?
What purpose do bonds have in your portfolio? With equities offering so much upside over the long term, why would you invest in bonds?
4 Goals to Make For 2015
January is a time for setting goals. These goals often revolve around bettering your physical well-being, but it’s also important to consider your financial well-being. This year, don’t just think about exercising more often and eating better; make these goals to strengthen your financial plan.
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.