Retiring is more than a formula focusing on your 401(k)-account balance divided by your projected social security payment. It is crucial to understand how the different phases of finance affect your r

Learn how the critical elements of planning need to be used together, and not done in silos.   Connect with Financial Enhancement Group: Visit our Facebook page at  Join our Facebook Group at  Visit o

We have all heard the stories of one stock making someone rich. That is the unicorn of investing. For everyone else, here is what you need to know to grow wealth over time.   Connect with Financial En

Estate documents are important. But knowing who your trustee is, and communicating with them about their duty, might matter more.   Connect with Financial Enhancement Group: Visit our Facebook page at

We have a deep bench of talented individuals. Here is your team, and how they help you and your loved ones.   Connect with Financial Enhancement Group: Visit our Facebook page at  Join our Facebook Gr

Reading your 1040 is simple; however, understanding how it impacts your future is not. We will provide clarity on the differences between marginal tax brackets and your effective tax rate.   Connect with Financial Enhancement Group: Visit our...

Leaving a legacy with your IRA’s and 401(k)’s has changed. The SECURE act shifted the landscape, and your heirs need to be aware of the tax tsunami that could be coming.   Connect with Financial Enhancement Group: Visit our Facebook page...

Capital gains are back in the limelight as tax code changes loom. We will walk you through how we coach families to use gains for their benefit when gifting and creating income for retirement.   Connect with Financial Enhancement Group: Visit our...

Tax Planning is different from Tax reporting. One takes place after the clock has run out. The other can at times be the difference between financial freedom or financial disaster. Planning takes time and disciplined focus on your goals and situation....

You love your beneficiaries equally; however, it might not be in their best interest to receive money equally. It is prudent to update beneficiary designations regularly. And do not forget to talk about money before it is too late.   Connect with...