How to Protect Your Heirs from Unnecessary Taxes
Critical Element of the Week: Legacy Planning This Week’s Focus: Understanding Taxes and Transfers in Estate Planning Elements in Focus – October 24, 2025 Presented
Aaron Rheaume, CKA®
Financial Enhancement Group (FEG) is a wealth management firm based in Central Indiana with offices in Anderson, Brownsburg, Indianapolis, Lafayette, and Rensselaer, as well as Woodstock, Georgia and Rohnert Park, California. This page is updated with insightful posts on tax strategies, retirement planning, investing, and the economy. We invite you to what the videos on The Five Critical Elements and stay informed on the current and changing financial climate.
Critical Element of the Week: Legacy Planning This Week’s Focus: Understanding Taxes and Transfers in Estate Planning Elements in Focus – October 24, 2025 Presented
Critical Element of the Week: Risk Management This Week’s Focus: Healthcare Costs in Retirement Elements in Focus – October 17, 2025 Presented by: Jamie Burton
Critical Element of the Week: Your Life After Work This Week’s Focus: The Effectiveness of Dollar Cost Averaging Elements in Focus – October 10, 2025
Critical Element of the Week: Tax Planning This Week’s Focus: 2025 Clean Energy Tax Credit Changes Elements in Focus – October 10 2025 Presented by:
Critical Element of the Week: Tax Planning This Week’s Focus: Covering Health Insurance Costs After Employment and Before Medicare Elements in Focus – October 3,
Critical Element of the Week: Your Life After Work This Week’s Focus: Emergency Fund Best Practices Elements in Focus – September 26, 2025 Presented by:
Critical Element of the Week: Legacy Planning This Week’s Focus: Preserving Family Assets Elements in Focus – September 19, 2025 Presented by: Aaron Rheaume, CKA®
Critical Element of the Week: Risk Management and Life Happens This Week’s Focus: The Role of Annuities Elements in Focus – September 12th, 2025 Presented
Critical Element of the Week: Investment Playbook This Week’s Focus: Navigating Bear Markets Elements in Focus – September 5th, 2025 Presented by: Aaron Rheaume, CKA®
Critical Element of the Week: Tax Planning This Week’s Focus: Avoiding Common Tax Pitfalls Elements in Focus – August 29th, 2025 Presented by: Aaron Rheaume,
Critical Element of the Week: Your Life After Work This Week’s Focus: Navigating Social Security Benefits Elements in Focus – August 22nd, 2025 Presented by:
Critical Element of the Week: Legacy Planning This Week’s Focus: Long-Term Healthcare Planning Elements in Focus – August 15th, 2025 Presented by: Aaron Rheaume, CKA®
Critical Element of the Week: Risk Management This Week’s Focus: Risk Assessment Techniques Elements in Focus – August 8th, 2025 Presented by: Aaron Rheaume, CKA®
Critical Element of the Week: Investment Playbook This Week’s Focus: Investing in Renewable Energy Elements in Focus – August 1st, 2025 Presented by: Aaron Rheaume,
Critical Element of the Week: Tax Planning This Week’s Focus: Using HSAs for Tax Efficiency Elements in Focus – July 25th, 2025 Presented by: Aaron
Critical Element of the Week: Your Life After Work This Week’s Focus: Retirement Planning for Self-Employed Elements in Focus – July 18, 2025 Presented by:
Critical Element of the Week: Tax Planning This Week’s Focus: Key Tax Impacts of the “One Big Beautiful Bill” Elements in Focus – July 11th,
Critical Element of the Week: Legacy Planning This Week’s Focus: Avoiding Probate Pitfalls Elements in Focus – July 11th, 2025 Presented by: Aaron Rheaume, CKA®
Critical Element of the Week: Risk Management and Life Happens This Week’s Focus: Protecting Against Inflation Elements in Focus – July 4, 2025 Presented by:
Critical Element of the Week: Investment Playbook This Week’s Focus: Investing in Renewable Energy Elements in Focus – June 27, 2025 Presented by: Grant Soliven,
Critical Element of the Week: Tax Planning This Week’s Focus: Tax Planning for Retirees Elements in Focus – June 20, 2025 Presented by: Grant Soliven,
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Wealth Management & Financial Planning
If you request a “Next Steps” meeting, we will discuss with you things you should do today, things to consider tomorrow, and if we choose to partner together… a written plan on what Financial Enhancement Group can do to help meet your goals.