Enhance Today | Enrich Tomorrow
Many of you are inching closer to retirement and the decisions you make now with these wealth builders will have a big impact on your retirement lifestyle. It’s time to start thinking ahead and consider your retirement strategy. This…
Did you know May 29 (5/29) is recognized as National 529 College Savings Plan Day? In honor of that day we wanted to provide seven ways to put a 529 plan to use. What constitutes a qualified educational expense? When…
You’ve just sold your business. Or maybe you received an inheritance. Making decisions on how to handle the lump sum proceeds can be paralyzing. Most of us fear making a mistake with the money and when the stakes are…
Have you checked out the new federal tax forms? Waiting until the last minute to prepare your taxes this year will leave you surprised. With the new tax code, it’s a good idea to give yourself plenty of time…
All of us have a subconscious financial bucket list of things we want to accomplish. In talking with thousands of clients, we compiled a few of the biggest checklist items people include on their financial to-do list. Now it’s Chad’s…
Charitable giving fills a need in our society and betters it as a whole. And until recently, donating to nonprofits helped people receive attractive deductions on their tax bills. With the recent tax law change, it’s important to understand how…
Allison Berger and Grace Kvantas are stepping in for Mike this week. In our conversation, we discuss how to navigate through a life crisis, specifically financial considerations after the death of a spouse. It’s hard to think financially after such…
The most important – yet often missed – step of having a financial plan created is implementing the plan. One of the top reasons is that life gets in the way, and managing every aspect of one’s finances takes time. …
When it comes to investments, too many people take a haphazard approach when what they need is an investment decision process that makes the most of a number of different available resources. This episode is aimed at helping you…
Studies show that most women don’t think of themselves as having financial savvy. Honestly, it’s a very sad situation but one that is improving as years go by. In this conversation, you will hear some of the latest statistics about…
