Your successor trustee makes all the difference in the world.
Consider This Program with Joe Clark, CFP, and Adam Harter, CFA. In this segment we will cover: Who you choose for your successor trustee is a big decision, but how
Clarity, Not Complexity…
Because Retirement Shouldn’t Be Confusing
At Financial Enhancement Group (FEG), our mission is to help you enjoy life with fewer financial regrets. That’s why our wealth management blog focuses on clear, practical retirement planning advice, so that you can spend more time doing what you love and less time worrying about the details. We often say, we take care of people who don’t want to worry about their money, but know that it’s taken care of.
Here, you’ll find trusted financial planning insights from our advisory team on retirement income, tax strategy, investments, risk management, and legacy planning. Every article is designed to help you make confident decisions during Your Life After Work™.
Day: April 16, 2021
What happens if your 529 Plan doesn’t go as planned?
Consider This Program with Joe Clark, CFP, and Adam Harter, CFA. In this segment we will cover: College isn’t for everyone, and neither is a 529 plan! We will break
Retirement Strategies “V” For Victory!
Consider This Program with Joe Clark, CFP, and Adam Harter, CFA. In this segment we will cover: Retirement “V” for Victory – Success has many definitions. Doing your best; trying
How can you know if your accounts are truly diversified?
Consider This Program with Joe Clark, CFP and Adam Harter, CFA. In this segment, we will cover: You know the old saying, “Don’t put all your eggs in one basket”,
Gifting Effectively: Don’t Forget Taxes and Investments!
Many Americans believe that there are two U.S has two tax codes – one for the rich and one for the poor. Actually, there are two U.S. tax codes, but
Stay Informed, Stay Confident
Whether you’re making day-to-day financial choices or preparing for major life transitions, these articles are here to help you navigate your journey with purpose.
We encourage you to share articles with family members, friends, or anyone who could benefit from tax-smart retirement strategies and clear, actionable advice.