Join us as we do a case study on a 57-year-old engineer and a 59-year-old wife of 39 years of marriage. Your practice retirement year is designed to help families understand their true cost of separating from the workforce. We help them establish...

Budgets, credit score, compound interest - Learn how discipline, maintenance, and the process is the key to being financially independent.   Connect with Financial Enhancement Group: Visit our Facebook page at  Join our Facebook Group...

Find out why taking social security at 70 may make the most financial sense. Social Security and taxes play a bigger role in your retirement than you think.   Connect with Financial Enhancement Group: Visit our Facebook page at  Join our...

The current tax code is one sale, and the discount might be ending soon. Find out if it makes sense to pay lower taxes today for a more tax-efficient future.   Connect with Financial Enhancement Group: Visit our Facebook page at  Join our...

Deciding when to take your benefit may be a million-dollar decision. Do you have the information to make the best decision?   Connect with Financial Enhancement Group: Visit our Facebook page at  Join our Facebook Group at  Visit our...

You most likely want to treat all your kids equally. That is normal, whether it be on Christmas gifts or what's in your Will or Trust for them after you are gone. When you have a Special Needs Beneficiary, what you leave must be treated and accounted...

100% of us will pass away, but only 10% of us die suddenly. Most of us will Fade Away overtime. Most legacy documents deal with what happens when you are gone. We are very concerned about your life while you are still here, but we need to address the...

No one presumed in 1980, the year of the first 401(k), that anyone would have $500k, $1m, or more in an account. Over time things changed, as did things you should consider. The Secure Act eliminated the Stretch, and the value of your accounts upon...

Being charitably inclined is a testament to you and your family. Our hope with the Better Giver is not to make you a bigger giver per se', but rather a better giver. Helping you get the most efficient transfer of your gift to the charity of your...

Age 72 is the new age requirement for beginning Required Minimum Distributions (RMD’s). The penalty for not taking the correct withdrawal is 50% so you have to get this right! The word “Required” should clue you into the fact that the IRS is...