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.

Retirement Behavior – Elements In Focus

September 2, 2022, Presented by: Aaron Rheaume, CKA, and Grant Soliven, AIF. Critical Element Of The Week:​​ Elements In Focus: Retirement Behavior #TaxPlanning #Taxes #financialenhancementgroup

Will vs. Trust – Elements In Focus

August 26, 2022 Annuity breakdown. Presented by: Aaron Rheaume, CKA, and Grant Soliven, AIF Critical Element Of The Week:​​ Elements In Focus: Will vs. Trust

Annuity breakdown – Elements In Focus

August 19, 2022 Annuity breakdown. Presented by: Aaron Rheaume, CKA, and Grant Soliven, AIF Critical Element Of The Week:​​ Elements In Focus: Annuities #annuities #Taxes

Kiddie Tax – Elements In Focus

August 12, 2022 Presented by: Aaron Rheaume, CKA and Grant Soliven, AIF Critical Element Of The Week:​​ Elements In Focus: Kiddie Tax #TaxPlanning #Taxes #financialenhancementgroup

Quarterly Tax Payments – Tax Planning

July 29, 2022 Presented by: Aaron Rheaume, CKA and Grant Soliven, AIF Critical Element Of The Week:​​ Elements In Focus: Quarterly Tax Payments – Tax

Insurance

July 7, 2022 Presented by: Aaron Rheaume, CKA and Grant Soliven, AIF Critical Element Of The Week:​​ Elements In Focus: Insurance – Risk Management and

Social Security

June 17, 2022 Presented by: Aaron Rheaume, CKA and Grant Soliven, AIF Critical Element Of The Week:​​ Elements In Focus: Your Life After Work –

Trust Protector, GET ONE!

June 10, 2022 Presented by: Aaron Rheaume, CKA and Grant Soliven, AIF Critical Element Of The Week:​​ Elements In Focus: Legacy Planning – Trust Protector,

Roth Conversions in Market Volatility

June 10, 2022 Presented by: Aaron Rheaume, CKA and Grant Soliven, AIF Critical Element Of The Week:​​ Elements In Focus: Tax Planning – Roth Conversions

Investments In Life Insurance

May 27, 2022 Presented by: Aaron Rheaume, CKA and Grant Soliven, AIF Critical Element Of The Week:​​ Elements In Focus: Risk Management and Life Happens

What To Do About Inflation

June 3, 2022 Presented by: Aaron Rheaume, CKA and Grant Soliven, AIF Critical Element Of The Week:​​ Elements In Focus: Investment Playbook – What To

Gifting to Charities

May 18, 2022 Presented by: Aaron Rheaume, CKA and Grant Soliven, AIF Critical Element Of The Week:​​ Elements In Focus: Legacy Planning – Gifting to

Having your retirement in mind now

May 4, 2022 Presented by: Aaron Rheaume, CKA and Grant Soliven, AIF Critical Element Of The Week:​​ Elements In Focus: Having your retirement in mind

Process & Checklists

April 27, 2022 Presented by: Aaron Rheaume, CKA and Grant Soliven, AIF Critical Element Of The Week:​​ Elements In Focus: Risk Management & Life Happens

Market Timing – Don’t

April 20, 2022 Presented by: Aaron Rheaume, CKA and Grant Soliven, AIF Critical Element Of The Week:​​ Elements In Focus: Investment Playbook – Market Timing,

Retirement Practice Year

March 30, 2022 Presented by: Aaron Rheaume, CKA and Grant Soliven, AIF Critical Element Of The Week:​​ Your Life After Work – Retirement Practice Year

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