Gifting Appropriately
As the baby boomer generation grows older and accumulates more wealth, many will begin to look at how they can gift some of this 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™.
Category: The Better Giver
Be a Better Giver: How to Maximize the Effectiveness of Your Charitable Contributions
Giving to charity can be a very satisfying experience. The idea of sharing with those less fortunate than you or contributing to nonprofits that champion
Ways to maximize your year-end giving
As 2022 is winding down to a close, Thanksgiving and the holiday season is now upon us. I hope that you have many things to
What To Consider When Transferring Assets
Investments have varying characteristics. The most essential issues are volatility, taxation, and liquidity. Occasionally, assets have to be divided amongst children and spouses in the
Can I give money without being taxed 2038
Your Retirement Playbook with Joe Clark, CFP. In this segment, we will cover: In this segment of Your Retirement Playbook, we will discuss how to
Get out of the Investment Penalty Box 2002
Your Retirement Playbook with Joe Clark, CFP. In this segment we will cover: Get out of the penalty box! You know I hate rules (or
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.