How to Talk With Your Family About Your Estate Plan02/22/15
What’s more important than having an up-to-date estate plan? Making sure your family understands exactly what your wishes are. Senior Financial Planner Kate Maier joins Bruce and Peg to discuss ideas that can help you have this conversation. The post...
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 and Peg Webb to discuss the importance of reviewing your insurance and what to look for when doing so. The...
Considerations After the Medtronic Inversion
Now that the Medtronic inversion has been completed, is there anything shareholders can do to limit the tax hit? Tax specialist Brian Vnak joins Bruce Helmer to offer advice that may help lower their tax bill from the inversion. The post...
Money & Relationships
There are many great reasons to have a partner, including shared resources. So why is money commonly cited as a reason people break up? Bruce Helmer and Peg Webb discuss common financial stressors in a relationship and how you can help prevent them....
Market Commentary: Preparing for 2015
After a tough year for diversified portfolios in 2014, what’s on the horizon for 2015? Chief Investment Officer Jim Cahn joins Bruce and Peg to recap what happened last year and what investors should expect going forward. The post Market Commentary:...
Social Security 101: What You Need to Know BEFORE You File
Knowing when to claim Social Security can be a daunting task. On this episode of “Your Money,” Bruce, Peg and special guest Ryan McKeown discuss what you should consider before claiming your benefits. The post Social Security 101: What You Need to...
Financial Fitness in 2015
January isn’t just a time for improving your physical health; it’s also a time for improving your financial health as well. Bruce and Peg will discuss strategies to help you achieve a healthier financial plan this year. The post Financial Fitness in...
5 Financial Resolutions You Should Make in 2015
It’s that time of year! On this episode of “Your Money,” Bruce Helmer discusses the financial resolutions you should be making in the new year. The post 5 Financial Resolutions You Should Make in 2015 appeared first on Wealth Enhancement Group.
What to Do With a Severance
You’ve received a severance package. Now what? On this episode of “Your Money,” Bruce and Peg will discuss strategies for your severance package that may help you navigate this transitional period. The post What to Do With a Severance appeared first...
Why Rebalance Your Portfolio, and When?
Investment gains may have caused your portfolio to be out of sync with your long-term strategy. Chief Investment Officer Jim Cahn joins Bruce and Peg to discuss how rebalancing your portfolio can benefit you. The post Why Rebalance Your Portfolio, and...
Charitable Giving and Your Finances
You budget for the holidays not because having more money makes the holidays happier, but because spending more than you have makes the holidays less happy. Bruce Helmer will show you how to keep it all under control. The post Charitable Giving and...
You budget for the holidays not because having more money makes the holidays happier, but because spending more than you have makes the holidays less happy. Bruce and Peg will show you how to keep it all under control. The post Holiday Budgeting...
Caregiving, Finances & Stress – How to Cope
Finding time for a caregiver to communicate with loved ones during an illness can be difficult. Sona Mehring, Founder and CEO of CaringBridge.org, joins Bruce and Peg to discuss how CaringBridge can help ease the challenges of caregiving. The post...
Should You Pay Off Your Mortgage in Retirement?
Paying off your mortgage before you reach retirement is a great goal, but is it right for your financial plan? Bruce and Peg will discuss the factors you should consider when deciding when to pay off your mortgage. The post Should You Pay Off Your...
What to Do With a Financial Windfall
Receiving a financial windfall is often a great surprise, but how can you make sure it lasts? Financial Advisor Ben Hess joins Peg Webb to discuss strategies that can help you use that windfall to jumpstart your financial plan. The post What to Do...
5 Tactics for a Low-Tax Retirement
Taxes don’t stop once you reach retirement. On this episode of “Your Money,” tax specialists Ryan McKeown and Brian Vnak join Peg Webb to discuss 5 strategies that can lower your taxes in retirement. The post 5 Tactics for a Low-Tax Retirement...
Financial Habits to Try for the Rest of the Year
Why wait for New Year’s to make financial resolutions? On this episode of “Your Money,” Bruce and Peg discuss financial habits that you can practice right now. The post Financial Habits to Try for the Rest of the Year appeared first on Wealth...
7 Things Your Financial Advisor Doesn’t Want You to Know
Is your financial advisor telling you everything you should know? Bruce and Peg will discuss the 7 things you should be aware of when it comes to your financial advisor. The post 7 Things Your Financial Advisor Doesn’t Want You to Know appeared first...
Corporate Inversions: How You May Be Affected
Many companies are using inversions to lessen their tax burdens. Tax specialist Brian Vnak joins Bruce Helmer to discuss how these inversions may impact you. The post Corporate Inversions: How You May Be Affected appeared first on Wealth Enhancement...
How Second-to-Die Life Insurance Can Help Your Financial Plan
What are the unique benefits second-to-die life insurance offers? Senior Lead Insurance Specialist Jennie Boland joins Bruce Helmer and Peg Webb to discuss whether second-to-die life insurance is right for you. The post How Second-to-Die Life...
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