Articles

Learn about important financial topics.

Wealth Enhancement Group wants to educate the public, as well as its clients, on all financial matters. We believe that it’s important that people are informed about their personal finances to help ensure that their financial futures are secure. Browse our articles below to learn more, and be sure to contact us if you have any questions along the way.

  1. Wealth Enhancement Group “In the News”
  2. Retirement
  3. Insurance
  4. Estate Planning
  5. College
  6. Home and Mortgage
  7. Taxes
  8. Saving and Investing

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Saving and Investing

  1. "The Cost of Oil"
  2. "Tips for Raising Financially Literate Kids"
  3. "A Valuable Business Tool: Buy-Sell Agreements"
  4. "Managing Risk with a Diversified Portfolio"
  5. "Investment Clubs," by Jeff Dekko, CEO of Wealth Enhancement Group
  6. "A Moment with Minsky," by Jeff Dekko, CEO of Wealth Enhancement Group
  7. "Resist Inflation," by Jeff Dekko, CEO of Wealth Enhancement Group

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Wealth Enhancement Group “In the News”

  1. “Preparing for Retirement, Decade by Decade” Twin Cities Business article featuring Joe Brummel
  2. “Investor Guidance” Jim Cahn interview with First Business
  3. “What, Me Worry?” First Business interview with Bruce Helmer
  4. “Save Thousands on Tuition; What Colleges Aren’t Telling You” KSTP interview with Bruce Helmer***
  1. “Fiscal Cliff Deal Ups Taxes” Fox 9 interview with Bruce Helmer
  2. “Five financial tips for the new year” KARE 11: interview with Bruce Helmer
  3. “Managing your portfolio during the election” -First Business
  4. “How will the re-election of President Barack Obama impact your pocketbook?" -KARE-11
  5. “iJoin launches retirement planning software” -TECHdotMN
  6. “Wealth Enhancement Group Thrives with Focus” - Star Tribune**
  7. Financial Strategist Redefines Diversification at Advisory Firm: MSP Business Journal article featuring Jim Cahn*
  8. New web-based technology, iJoin® applies behavioral finance in saving for retirement
  9. Estate Planning Professionals on “Having the Talk” Twin Cities Business article featuring Bruce Helmer
  10. “Four Key Steps to Planning for College Costs” KARE 11 interview with Bruce Helmer
  11. “The 401(k) Evolution” Minnesota Business article featuring Joe Brummel
  12.  Wealth Enhancement Group Celebrates 15-Year Anniversary by Raising More Than $12,000 to Support Local Minnesota Non-Profit BestPrep
  13. “5 Retirement Risks” KARE 11 interview with Jim Cahn
  14. Wealth Enhancement Group Welcomes Industry Specialist James Cahn
  15. “Managing Your Credit Cards” KMSP-TV/FOX 9 interview with Peg Webb
  16. "Stop! Don't forget to leave enough in the plan!" Senior Market Advisor article featuring Ryan McKeown
  17. "No such thing as a free 401(k)" Pioneer Press article featuring Joe Brummel
  18. Bruce Helmer and Wealth Enhancement Group featured in The Wall Street Journal article "He Says, She Says."
  19. "Lunch and Coffee May Drain Your Wallet More Than Gas" WCCO-TV interview with Bruce Helmer
  20. Wealth Enhancement Group Listed as the Independent Financial Planning Firm with the Most Five Star Wealth Managers in Minnesota
  21. "Using Values to Make Financial Decisions" KSTP interview with Peg Webb
  22. "Values-Driven Planning" KMSP-TV/FOX 9 interview with Bruce Helmer
  23. "Forclosures Remain High In Blue Earth County" KEYC-TV interview with Ryan McKeown
  24. "Personal Finance for Women" Minnesota Monthly article features quote from Bruce Helmer
  25. Flanagan Financial Resources now part of Wealth Enhancement Group
  26. Wealth Enhancement Group boosts team with four executive hires
  27. “Holiday Spending” KSTP-TV interview with Bruce Helmer
  28. Wealth Enhancement Group's Joe Brummel named among "Top 300 Most Influential Defined Contribution Advisors"
  29. Wealth Enhancement Group Grows in Iowa
  30. Wealth Enhancement Group Names Ben Hess Regional Director
  31. "Values-Driven Planning" KARE 11 interview with Roger Arnold
  32. “The Most Volatile Day In Stock Market History” WCCO Channel 4 interview with James Copenhaver
  33. “Work it Wednesday: Myths about retirement planning” KARE 11 interview with Bruce Helmer
  34. “More financial advisors see strength in numbers” includes quote from Roger Arnold
  35. “More Companies to Restore 401K Matches” Fox 9 interview with Bruce Helmer
  36. Star Tribune Good Question column featured quote from Ryan McKeown
  37. “Making Work Pay Credit” KARE 11 interview with Steve Hess

*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing.

**Average retention rate—January 1, 2010 through December 31, 2011—based on client households with assets greater than $100K in our existing offices.

***Withdrawals borrowed from the cash value of a life insurance policy will reduce the death benefit of the policy.

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Retirement

  1. "Are You Ready to Retire?"
  2. "Changing Jobs or Retiring? Don’t Forget Your Retirement Plan!"
  3. "Mitch Anthony on Retirement," by Jeff Dekko, CEO of Wealth Enhancement Group

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Insurance

  1. "Understanding Long-Term Care"
  2. "Disability Insurance," by Jeff Dekko, CEO of Wealth Enhancement Group
  3. "Taking Leave," by Jeff Dekko, CEO of Wealth Enhancement Group
  4. "$5,000 a month," by Jeff Dekko, CEO of Wealth Enhancement Group

    5.

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Estate Planning

  1. "Bring Charitable Giving Into Your Estate Plan"
  2. "Basics of Estate Planning"
  3. "Sale of a Lifetime," by Jeff Dekko, CEO of Wealth Enhancement Group
  4. "Sharing Your Wealth," by Bruce Helmer, president of Wealth Enhancement Group

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College

  1. "Using 529 Plans to Invest for College and Manage Wealth"
  2. "Saving for College," by Bruce Helmer, president of Wealth Enhancement Group
  3. "Money and Children," by Bruce Helmer, president of Wealth Enhancement Group

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Home and Mortgage

  1. "Remodeling Your Home"
  2. "Foreclosed Properties," by Jeff Dekko, CEO of Wealth Enhancement Group
  3. "Pay and Pay and Pay at the Pump," by Jeff Dekko, CEO of Wealth Enhancement Group

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Taxes

  1. "Tax Records – What do I keep?"
  2. "Income That the IRS Cannot Touch"

 

 
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