
Focus on your Journey, not on headlines.
March 10, 2023, Presented by: Aaron Rheaume, CKA, and Grant Soliven, AIF. Critical Element Of The Week: Focus on your Journey, not on headlines. –
Financial Enhancement Group (FEG) is a wealth management firm based in Central Indiana with offices in Indianapolis, Lafayette, Anderson, and Rensselaer, as well as Bozeman, MT and Sonoma County, CA This page is updated with insightful posts on tax strategies, retirement planning, investing, and the economy. We invite you to read our articles to stay informed on the current and changing financial climate and share this information with your friends and family.
March 10, 2023, Presented by: Aaron Rheaume, CKA, and Grant Soliven, AIF. Critical Element Of The Week: Focus on your Journey, not on headlines. –
March 3, 2023, Presented by: Aaron Rheaume, CKA, and Grant Soliven, AIF. Critical Element Of The Week: SECURE Act 2.0 – Tax Planning #TaxPlanning #Taxes
February 24, 2023, Presented by: Aaron Rheaume, CKA, and Grant Soliven, AIF. Critical Element Of The Week: Social Security & Divorce Benefits! – Your Life
February 17, 2023, Presented by: Aaron Rheaume, CKA, and Grant Soliven, AIF. Critical Element Of The Week: Should I gift to my heirs today? Or
February 13, 2023, Presented by: Aaron Rheaume, CKA, and Grant Soliven, AIF. Critical Element Of The Week: Indexed Universal Life (IUL) vs. Other Permanent Insurance
February 3, 2023, Presented by: Aaron Rheaume, CKA, and Grant Soliven, AIF. Critical Element Of The Week: Diversification – What it is and what it
January 27, 2023, Presented by: Aaron Rheaume, CKA, and Grant Soliven, AIF. Critical Element Of The Week: Make sure your CPA or tax preparer is
January 20, 2023, Presented by: Aaron Rheaume, CKA, and Grant Soliven, AIF. Critical Element Of The Week: Psychology While Entering Retirement – Your Life After
January 13, 2023, Presented by: Aaron Rheaume, CKA, and Grant Soliven, AIF. Critical Element Of The Week: Communication, Communication, Communication. – Legacy Planning #TaxPlanning #Taxes
January 6, 2023, Presented by: Aaron Rheaume, CKA, and Grant Soliven, AIF. Critical Element Of The Week: New Year, New You! Revamping your protection. –
December 30, 2022, Presented by: Aaron Rheaume, CKA, and Grant Soliven, AIF. Critical Element Of The Week: Harvest losses and transition out of mutual funds
December 2, 2022, Presented by: Aaron Rheaume, CKA, and Grant Soliven, AIF. Critical Element Of The Week: What should I do before the clock strikes
December 7, 2022, Presented by: Aaron Rheaume, CKA, and Grant Soliven, AIF. Critical Element Of The Week: Year-End Tax Planning – Tax Planning #TaxPlanning #Taxes
December 16, 2022, Presented by: Aaron Rheaume, CKA, and Grant Soliven, AIF. Critical Element Of The Week: Tis the season of gifting. How much and
December 9, 2022, Presented by: Aaron Rheaume, CKA, and Grant Soliven, AIF. Critical Element Of The Week: Should we consider adding a TOD to our
December 2, 2022, Presented by: Aaron Rheaume, CKA, and Grant Soliven, AIF. Critical Element Of The Week: What is Umbrella Insurance, and do we need
November 25, 2022, Presented by: Aaron Rheaume, CKA, and Grant Soliven, AIF. Critical Element Of The Week: How often should we reallocate our investment in
November 18, 2022, Presented by: Aaron Rheaume, CKA, and Grant Soliven, AIF. Critical Element Of The Week: What are some strategies that should be considered
November 11, 2022, Presented by: Aaron Rheaume, CKA, and Grant Soliven, AIF. Critical Element Of The Week: Should I take my lump sum pension option
October 28, 2022, Presented by: Aaron Rheaume, CKA, and Grant Soliven, AIF. Critical Element Of The Week: What is a QCD? – Legacy Planning #TaxPlanning
October 21, 2022, Presented by: Aaron Rheaume, CKA, and Grant Soliven, AIF. Critical Element Of The Week: How often should your insurance coverage be reviewed?
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.
The FEG team regularly shares pertinent financial information to help educate our friends and families on what’s happening in the market, as well as information on financial planning. Fill out the form below to be added to our list for distribution.
Important Update
Due to health and safety concerns for our families, friends and our team, we have made the difficult decision to temporarily close our offices in Lafayette, Brownsburg, Indianapolis and Anderson until January 4, 2021. Our team will remain available to you by phone and email to continue to offer you assistance with your service requests. Please do not hesitate to contact us with any questions you may have.
Questions? Give us a call at 1-800-928-4001.
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