Take early! This could be a massive mistake for many US citizens. Not only do you suffer permanent income loss, but you could be setting up the IRS to take your lunch money as well.   Connect with Fin

Many Americans wait until the last possible minute on April 15th to submit their taxes. Not only can that kind of delay put you in an uncomfortable position with the IRS. You may have missed the most

There is often confusion surrounding when one can take penalty-free distributions from retirement dollars. You might be able to access money sooner than you think.   Connect with Financial Enhancement

With absolute power comes absolute liability. Learn what it takes to be a successor trustee on Consider This Program. Many family members find out, often too late, that they are trustees of an estate.

What can you do to protect against market drawdown? Find out as we explore options on Consider this program. The distribution phase of finance comes with unique challenges. Insurance companies want yo

Planning for the unexpected is not as easy as it sounds. Find out how we help our families navigate the unknown on Consider This Program. Building multiple layers of tax diversification and buckets of

We have all been told that you should not keep all your eggs in one basket. Find out why in this episode of Consider This Program. No one has a crystal ball when it comes to picking that perfect stock

Estate planning documents aren't like tax returns; you don't need a history unless you need a history! Knowing why your documents say what they do can help a court or a family member when clarificatio

They are labeled as RMD's, but what they stand for is REQUIRED and come along with a 50% penalty if you get it wrong. This segment will go over what you need to consider before it is too late.   Conne

The most significant financial decision most families will ever make is when to take Social Security. Listen in, so you don't make a tragic error.   Connect with Financial Enhancement Group: Visit our