Wealth Management & Financial Planning

Wealth Management & Financial Planning

Elements in Focus

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.

SECURE ACT 2.0 & RMDs

June 16, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week: SECURE ACT 2.0 & RMDs – Tax Planning

Why STOL Matters!

June 9, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week: Why STOL Matters! – Your Life After Work

Why IRAs Do Not Belong in a Trust

June 2, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week: Why IRAs Do Not Belong in a Trust

Types of Long-Term Care Coverage

May 26, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week:​​ Types of Long-Term Care Coverage – Risk Management

Social Security Timing

May 5, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week:​​ Social Security Timing – Your Life After Work

Disability Awareness Month – Belated

April 21, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week:​​ Disability Awareness Month – Belated – Risk Management

This isn’t your grandfather’s portfolio?

April 14, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week:​​ This isn’t your grandfather’s portfolio? – Investment Playbook

Last Minute Filing & IRA Contributions

April 7, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week:​​ Last Minute Filing & IRA Contributions – Tax

Are You Hoarding?

March 31, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week:​​ Are You Hoarding? – Your Life After Work Schedule

Why Evaluating Beneficiaries is So Important!

March 23, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week:​​ Why Evaluating Beneficiaries is So Important! – Legacy Planning

Checklists

March 17, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week:​​ Checklists – Risk Management and Life Happens #TaxPlanning

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. –

SECURE Act 2.0

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

Social Security & Divorce Benefits!

February 24, 2023, Presented by: Aaron Rheaume, CKA, and Grant Soliven, AIF. Critical Element Of The Week:​​ Social Security & Divorce Benefits! – Your Life

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