You Received an Inheritance – Now What?
According to Money.com, roughly 13% of the American population receive an inheritance of more than $500,000, and 1 in 20 Americans receive an inheritance of
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: Family Legacy Planning
Utilizing Trusts to Gift Assets so Uncle Sam Gets Less
Forgive me for the enticing title of this article. I promise the information I provide in the next 500 words will not enlighten you to
Successor Trustee – What Does it Take?
An important part of owning a business is a well-thought-out succession plan. A key component of the succession plan is determining who takes over when
Trust Protector: Who Is It and Why It Matters
When it comes to establishing a trust, many people are familiar with the roles of trustees and beneficiaries. However, a less commonly known but increasingly
Unequal Beneficiaries
Not all beneficiaries are created equal. This does not mean you do not love them equally, rather it means they are different people with different
Estate Planning: Your Ongoing Project
“By failing to prepare, you are preparing to fail.” — Benjamin Franklin Estate planning isn’t about predicting the future—it’s about preparing for it. By crafting
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.