|Week of June 26||
Mid-Year Financial Review
Financial planning isn’t a one-time event—it’s something you should do throughout the year. Bruce and Peg have a few tips that can help you complete your mid-year financial review.
|Week of July 3||
Teaching Your Children How to Achieve Financial Independence
Bruce and Peg outline what you can do to help your children or grandchildren achieve financial independence at a young age.
Insights from the Roundtable
Browse helpful financial articles, guidebooks and more from our Wealth Enhancement Group Roundtable team of specialists.
Have a question? Get it answered on the air!
The Case for Emerging Market Stocks
Emerging market equities have stumbled out of the 2016 gate, continuing a trend of underperformance in the recovery since the global financial crisis. While it can be tempting to capitulate entirely when it comes to your emerging market holdings right now, those able to stomach the volatility may have an opportunity for excess returns. An old adage applies here: Stocks are the only thing that nobody wants to buy when they are on sale.
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?
Understanding the 3 Primary Types of Trusts
Whether you’re looking to avoid probate, limit possible estate taxes or assume greater control over how your estate is distributed after you pass, there a number of benefits that adding a trust to your estate plan can provide you and your loved ones
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.