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Recently we featured special guest, Ed Slott on the "Your Money" radio program. Ed is a widely recognized professional speaker and educator specializing in retirement distribution planning. He has also collaborated to create nationally aired Public Television specials and is a recognized author. Ed is the past Chairman of the New York State Society of CPAs Estate Planning Committee and editor of the IRA Planning section of The CPA Journal.
» CLICK HERE to listen to the October 23rd "Your Money" program. |
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2011: The Flat Roller Coaster
by James Copenhaver, Director of Investment Management
If you had to pick a one-word description of the markets and economy in 2011, that word would be "uncertainty." Uncertainty has been powerful in 2011, keeping the S&P 500, the broad measure of the U.S. markets, flat for the year, even while dramatic ups and downs have teased, pleased, and frightened investors. But look beneath "uncertainty" and you'll find a fascinating tapestry of causes, many of them unrelated to one another.
» CLICK HERE to read entire article. |
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Making Your List and Checking It Twice:
Ensure Your Charitable Donations Count
by Ryan McKeown CPA, CFP®, Vice President, Financial Advisor
 Black Friday and Cyber Monday have come and gone, and while we enjoy receiving presents during the holiday season, many of us also take time to give to the organizations that give us so much throughout the year. To make sure that you maximize the tax benefits for your charitable gifts, there are a few things you should keep in mind.
» CLICK HERE to read entire article. |
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The Gift of Giving Back
by Craig Swanson, Senior Asset Manager
 Charitable contributions are an important part of many people's annual budget. In addition to using one's financial resources to aid a worthy cause, a monetary contribution to a recognized public charity is oftentimes rewarded with a tax deduction as well. But what if you have abundant resources and would like to grow these resources and spread them across many charitable endeavors?
» CLICK HERE to read entire article. |
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The Spirit of the Season
by Kate Maier, JD Financial Planner
 The beginning of the holiday season puts the spirit of giving at the forefront in people's minds. One sort of giving that sees an uptick this time of year is charitable giving, from giving animals via Heifer International to contributing money to a food bank via Second Harvest Heartland or to your own chosen organization. Whatever your favorite charity is, here are some things to keep in mind when writing that check.
» CLICK HERE to read entire article. |
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5 Reasons to Review Your Policies
by Mark Ledson, Vice President, Team Development, Risk Management Specialist, CFP®, CRPC, CLTC®
 Many times people buy insurance policies and then store them in a safe place, where they are soon forgotten and begin to collect dust. If you have policies like that, you probably think that is a good thing. If they are collecting dust, then that means you haven't needed them! However, that may not necessarily be a good thing. Insurance requires periodic review. Here are five reasons you should do a periodic review of your existing insurance.
» CLICK HERE to read entire article. |
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Holiday Giving
by Bruce Helmer, Cofounder of Wealth Enhancement Group, Financial Advisor and host of the "Your Money" radio program
 Giving can be a rewarding part of your financial strategy, and you can do it in ways that benefit yourself as well as your favorite organizations or causes.
» CLICK HERE to read entire article. |
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Wealth Enhancement Group, 505 North Highway 169, Suite 900, Plymouth, MN 55441
800-492-1222 | www.wealthenhancement.com
Minnesota: Arden Hills, Brainerd, Burnsville, Chaska, Edina, Mankato, Oakdale,
Plymouth, Rochester, St. Cloud •Iowa: Cedar Rapids, West Des Moines |
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