Real Rates = Real Change
We typically think of interest rates at their surface level or simply as the rate posted on a CD or treasury bond. Economists and professional investors will commonly refer to
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™.
Author: Adam Harter, CFA
The Case Against Annuities – 1113
Consider This Program with Joe Clark, CFP, Adam Harter, CFA. In this segment we will cover: If you have assets, someone has attempted to sell you an annuity. The sales
Your “number” may not be what you think – 1111
Consider This Program with Joe Clark, CFP and Adam Harter, CFA. In this segment we will cover: Extrapolating investment returns, tax rates, and inflation many years into the future can
How To be Charitable NOW vs After You Are Gone – 1110
Consider This Program with Joe Clark, CFP and Adam Harter, CFA. In this segment we will cover: Feeling compelled to be charitable is a wonderful calling. You want your charity
Why non-family trustees may be the way to go – 1112
Consider This Program with Joe Clark, CFP, and Adam Harter. In this segment we will cover: A conflict of interest anytime a decision is made could benefit or harm the
What do the Olympics and investing have in common?
The Summer Olympics are here! We will take the easy shot and incorporate Olympic talking points into our article. Hey, we only get this chance once every four years. The
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.