Why Investments Work Better than Investors10/04/15
When it comes to making decisions about money, it’s easy to let our emotions get in the way. Doug Lennick, CEO of think2perform, joins Bruce Helmer to explain how you can make financial decisions based on your core values, not your emotions. The post...
Planning for Health Care Costs
Of all the expenses you’ll have in retirement, perhaps the hardest to fully prepare for are your health care costs. Bruce and Peg address how to implement an effective health care savings plan as you prepare for retirement. The post Planning for...
Life Insurance Basics
With all of the options available when purchasing life insurance, it can be difficult to know what one is the best for you. Financial advisor and life insurance specialist Jennie Boland joins Bruce Helmer to discuss what you need to know about life...
Estate Planning 101
Financial planning often focuses on managing your money through retirement, but it’s also critical to think about what happens once you leave this world. Senior Financial Planner Kate Maier joins Bruce and Peg to provide a complete overview of estate...
4 Financial Mistakes Women Should Avoid
Because of the significant challenges women can face when saving for retirement, it’s important to make sure there aren’t any errors in your financial plan. Peg Webb is joined by financial advisor Jennie Boland to cover four financial mistakes that...
5 Habits of the Financially Successful
Financial success can mean different things for different people, but those who have achieved it have many of the same skills. Bruce and Peg discuss five of the most common traits of those who have achieved financial success. The post 5 Habits of the...
Strategies to Limit Taxes in Retirement
Even after you’re done working, tax planning will still be a critical component of your financial plan. Financial advisor and CPA Ryan McKeown joins Bruce and Peg to offer strategies that can help reduce your taxes in retirement. The post Strategies...
4 Tips to Help You Reach Your Financial Goals
Whether you’re still working towards your New Year’s Resolutions or are looking to start fresh with new goals, it’s important to have a plan to achieve them. Bruce and Peg discuss four tips that can help make achieving your financial goals more...
Saving for Future College Costs
Back to school season is the best time to review your options for saving for college. Financial Advisor Ken Smith joins Bruce and Peg to provide an overview of the savings vehicles available to help make saving for college more efficient. The post...
Active vs. Passive Management
Is active management or passive management better for investors? What should investors consider when making this decision? Chief Investment Officer Jim Cahn joins Bruce and Peg to provide an overview of the two investment management styles. The post...
4 Tips to Help You Be Ready for an Early Retirement
Some people dream of an early retirement, while others may find themselves in retirement earlier than they anticipated. Bruce and Peg will discuss four measures you can take to help ensure you’ll be ready when you reach retirement. The post 4 Tips to...
5 Components of a Successful Financial Plan
Having a plan is one of the best ways you can increase the chances you’ll have a successful retirement, but do you know whether your current plan is complete? Bruce and Peg will discuss the five critical components you need to include in your...
Strategies to Help You Become a More Financially...
Studies show that approximately 90% of women will be solely responsible for their finances at some point during their lifetime. Bruce and Peg discuss proactive measures that women can take now to help ensure their financial independence in the future....
4 Simple Estate Planning Tips
Getting started on your estate plan may be less complicated than you think. Senior Financial Planner Kate Maier joins Peg Webb to offer four easy tips to help you get started on your estate plan. The post 4 Simple Estate Planning Tips appeared first...
How to Be a Better Financial Role Model
When learning about money, children often look to their parents for advice. Bruce and Peg will explain what you can do to become a better financial role model for your kids. The post How to Be a Better Financial Role Model appeared first on Wealth...
Are You Spending Too Much in Retirement?
What’s harder than saving for retirement? Figuring out how much you can spend this year. Bruce and Peg will discuss how you can identify whether you’re spending too much (or too little) in retirement. The post Are You Spending Too Much in Retirement?...
Market Update: Should You Be Worried About Rising Rates?
Investment specialist Jim Cahn joins Bruce Helmer to offer a mid-year market recap and to discuss the key economic indicators to look out for during the rest of the year. The post Market Update: Should You Be Worried About Rising Rates? appeared first...
Reduce Your Anxiety in Retirement
Your golden years shouldn’t be stressful. Bruce and Peg have advice to help relieve anxiety during your retirement. The post Reduce Your Anxiety in Retirement appeared first on Wealth Enhancement Group.
3 Actions to Avoid During the First 3 Years of Retirement
Managing your money early in retirement can have a big impact on your long-term financial success. Bruce and Peg will discuss three things everyone should avoid during the first three years of retirement. The post 3 Actions to Avoid During the First 3...
Social Security Spousal Benefits 101
Whether you’re currently married, widowed or divorced, it’s important to understand how you can maximize your Social Security benefits. Rhonda Whitenack from the Social Security Administration joins Bruce and Peg to offer an overview of Social...
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