What You Should Tell Your Beneficiaries
People have generated more wealth than ever before in American history. Fed data estimates that roughly $84 trillion of assets are currently owned by the
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
Taking Care of Your Heirs
When considering a legacy plan for your estate, it is important to recognize the differences in your heirs to make sure you are leaving them
Taking Care of You in Your Estate Documents
Crafting estate documents that not only take care of your loved ones after you’re gone but also prioritize your well-being while you’re still here, especially
Legacy Gifting Explained
As we approach the holiday season, many of you will experience the joy of giving a gift. For a child, receiving a new favorite toy
Probate: For the Unprepared
Two things are certain in this life, and we have all heard it: death and taxes. Each year, we work diligently to ensure our taxes
Social Security Considerations
One of the most significant financial decisions many Americans face when approaching retirement is choosing when to begin claiming Social Security benefits. It is essential
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.