The Financial Chaos of Losing a Spouse
Serving more than 2,000 families over the last 25 years has afforded me the opportunity to experience the gambit of emotions from the good, bad, and ugly parts of life’s
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™.
Category: Death Tax
Sudden Death of a Spouse
Losing a spouse is an emotionally challenging and overwhelming experience, and dealing with the financial aspects can make it even more difficult. Unfortunately, I had to witness my father go
End Of Life Planning – 1095
Consider This Program with Joe Clark, CFP and Daren Hardesty. In this segment we will cover: As we age, how should our assets be titled? What do we need to
The Death Tax – 1094
Consider This Program with Joe Clark, CFP and Daren Hardesty. In this segment we will cover: You make money, and you pay taxes. You invest money, and you pay taxes.
“Timing Is Everything!” Consider This Program 12-2-20
In this week’s episode, our theme is, “Timing Is Everything!” we will cover: – Timing Social Security may be the most critical decision you make in retirement.– Determining the age-old
Death and Taxes, the two certainties in life! – Consider This Program 11-17-2020
November 17th, 2020 Consider This Program with Joe Clark, CFP and Co-host Angi Kinser! In this week’s episode, we will cover: -The crucial Death Tax Exemption and why it’s easy
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.