Tax Planning for Retirees
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,
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: Tax Planning This Week’s Focus: Tax Planning for Retirees Elements in Focus – June 20, 2025 Presented by: Grant Soliven,
Critical Element of the Week: Your Life After Work This Week’s Focus: Evaluating Pension Options Elements in Focus – June 13, 2025 Presented by: Grant
Critical Element of the Week: Legacy Planning This Week’s Focus: Building Family Trusts Elements in Focus – June 6, 2025 Presented by: Grant Soliven, AIF®,
Critical Element of the Week: Risk Management & Life Happens This Week’s Focus: Intergenerational Wealth Transfer Elements in Focus – May 30, 2025 Presented by:
Critical Element of the Week: Investment Playbook This Week’s Focus: Small-Cap Investment Strategies Elements in Focus – May 23, 2025 Presented by: Aaron Rheaume, CKA®,
Critical Element of the Week: Tax Planning This Week’s Focus: Charitable Contributions and Tax Benefits Elements in Focus – May 16, 2025 Presented by: Aaron
Critical Element of the Week: Your Life After Work This Week’s Focus: The Role of IRAs in Retirement Planning Elements in Focus – May 9,
Critical Element of the Week: Legacy Planning This Week’s Focus: Intergenerational Wealth Transfer Elements in Focus – May 2, 2025 Presented by: Aaron Rheaume, CKA®,
Critical Element of the Week: Risk Management and Life Happens This Week’s Focus: Cybersecurity for Wealth Elements in Focus – April 25, 2025 Presented by:
Critical Element of the Week: Investment Playbook This Week’s Focus: Tech Sector Focus Elements in Focus – April 18, 2025 Presented by: Aaron Rheaume, CKA®,
Critical Element of the Week: Tax Planning This Week’s Focus: How to get ahead in your 2025 Tax Strategy Elements in Focus – April 11,
Critical Element of the Week: Your Life After Work This Week’s Focus: Maximizing 401(k) Contributions Elements in Focus – April 7, 2025 Presented by: Aaron
Critical Element of the Week: Legacy Planning This Week’s Focus: Philanthropy Strategies Elements in Focus – March 28th, 2025 Presented by: Aaron Rheaume, CKA®, and
Critical Element of the Week: Investment Playbook This Week’s Focus: Sustainable Financial Planning Trends Elements in Focus – March 14, 2025 Presented by: Aaron Rheaume,
Critical Element of the Week: Tax Planning This Week’s Focus: Optimizing Deductions Elements in Focus – March 7, 2025 Presented by: Aaron Rheaume, CKA®, and
Critical Element of the Week: Your Life After Work This Week’s Focus: Planning for Early Retirement Elements in Focus – February 28, 2025 Presented by:
Critical Element of the Week: Legacy Planning This Week’s Focus: Estate Planning in a Digital Age Elements in Focus – February 21, 2025 Presented by:
Critical Element of the Week: Investment Playbook This Week’s Focus: Emerging Market Opportunities Elements in Focus – February 7, 2025 Presented by: Aaron Rheaume, CKA®,
Critical Element of the Week: Life Happens This Week’s Focus: Insurance Innovations Elements in Focus – February 14, 2025 Presented by: Aaron Rheaume, CKA®, and
Critical Element of the Week: Tax Planning This Week’s Focus: Leveraging Tax Credits – What Are They and How Can You Leverage Them? Elements in
Critical Element of the Week: Your Life After Work This Week’s Focus: Understanding Retirement Income Streams Elements in Focus – January 24, 2025 Presented by:
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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.