Avoiding Common Tax Pitfalls in Wealth Planning
Taxes are often one of the biggest barriers to building and preserving wealth. While many mistakes are easy to avoid once you’re aware of them,
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: Aaron Rheaume, CKA®
Maximize Tax Savings with HSAs — The Triple-Tax Advantage Strategy You Shouldn’t Miss
When it comes to tax-advantaged savings vehicles, Health Savings Accounts (HSAs) stand out as one of the most underutilized and misunderstood tools — yet they
Key Considerations When Evaluating Pension Payout Choices
If you’re evaluating pension options, consider yourself fortunate. Pensions are becoming a rarity in today’s workforce, with most companies having moved away from them years
How to Maximize Charitable Giving and Minimize Taxes in Retirement
Charitable giving is one of the most rewarding ways to use your resources, especially in retirement. Whether you’re supporting your church, a local animal shelter,
Optimizing Your Tax Strategy in 2025: Essential Highlights and Actionable Steps
As we journey through 2025 together, proactive tax planning continues to be a valuable tool in safeguarding your financial health. With potential changes looming as
Maximizing Tax Deductions: Key Strategies to Keep More of Your Money
Tax season can be overwhelming, but understanding how to optimize deductions can significantly reduce your tax liability. Proper planning allows you to legally and strategically
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.