College isn’t for everyone, and neither is a 529 plan! We will break down what happens if college savings doesn’t go to plan.   Connect with Financial Enhancement Group: Visit our Facebook page at  Join our Facebook Group at  Visit...

Who you choose for your successor trustee is a big decision, but how do you choose? Join us as we talk about what to consider!   Connect with Financial Enhancement Group: Visit our Facebook page at  Join our Facebook Group at  Visit our...

You know the old saying, “Don’t put all your eggs in one basket”, but how can you ensure you are using not only the right number of baskets, but the right kind of eggs too? Tune in as we discuss the importance of true diversification!  ...

The IRS has an opinion, they want us all to take the standard deduction, but is that the best for your retirement?   Connect with Financial Enhancement Group: Visit our Facebook page at  Join our Facebook Group at  Visit our website...

Staying up to date on tax code changes is crucial!   Connect with Financial Enhancement Group: Visit our Facebook page at  Join our Facebook Group at  Visit our website at    We would love to answer your questions on air! Give...

How do qualified dividends and long-term capital gains matter in your income strategy?   Connect with Financial Enhancement Group: Visit our Facebook page at  Join our Facebook Group at  Visit our website at    We would love...

Using the right timing of your gift, the right type of asset and to the right entity can make a large impact on your tax return.   Connect with Financial Enhancement Group: Visit our Facebook page at  Join our Facebook Group at  Visit...

We all want what is left after we are gone to get to our heirs in the best possible way - least taxes, time, challenges. There are many legal documents you can use, but they are not all the same. Trusts and Wills are different. Which one is right for...

Kicking the can down the road" Imagine a cigarette salesperson saying, "Smoke these. They'll give you cancer in the future, and you won't need as much retirement savings." The same is valid for tax deferral. Use this today, it will feel good now and...

The Topic is the Fiduciary Focus with this show highlighting fees and expenses. - A fee is a known number while an expense is an operating cost that varies from year to year. Conveniently, Wall Street leaves out expenses allowing investors to often...