7 Things Your Financial Advisor Doesn’t Want You To Know
Bruce and Peg will discuss the seven things you should be aware of when it comes to your financial advisor.
4 Financial Habits to Try for the Rest of the Year
Bruce and Peg will discuss financial habits you should try now to help strengthen your financial plan.
Insights from the Roundtable
Browse helpful financial articles, guidebooks and more from our Wealth Enhancement Group Roundtable team of specialists. Read Educational Articles
Why Cash May Not Be As Safe As You Think
Are you one of the millions of investors holding larger than normal amounts of cash for safety? If you are, you likely don’t have the right facts about cash or the markets. Keeping the bulk of your savings in cash may be not the safe harbor you think it is. Read Now
Recent Caller Questions
If a loved one has an established trust, will that avoid probate? If that trust has sizeable holdings, how would you recommend splitting those assets among three beneficiaries?
I have some Medtronic stock. Is there a way to gift some of my shares to my teenage son in order to get tax relief from the inversion?
What is the most tax-efficient way to withdraw money from my retirement accounts?
How a Burger King—Style Inversion Can Derail Your Retirement
At first glance you may think a corporate inversion — when a U.S. corporation reorganizes and relocates to a lower tax country — should be “a good thing” for investors. After all, if the company avoids a 40% U.S. corporate tax to instead pay a 26% Canadian tax or 12.5% Irish tax, then it’s better for everyone, right? Continue Reading
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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.