About

Kate has been a financial planner at Wealth Enhancement Group since 2007. Previously, she assisted in the management of trusts and portfolios for high-net-worth clients. She is involved with the Roundtable™ and provides her expertise to help walk clients through the best way to organize their estates to ensure their assets are passed in the most efficient way possible. Kate enjoys taking complex estate and financial strategies and making them easily understood to the average person. She obtained her Bachelor's degree in Economics and French from Cornell College and received her Juris Doctor from Hamline University School of Law, where she focused on estate planning, tax planning and elder law. In her spare time she received her black belt in karate, enjoys traveling with family and friends and spending time with her dog.

Advisory registration held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure Website.

Education

  • BA, Cornell College

Additional licenses and designations

  • Life and Health Insurance License

Articles by topic

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Blog

The idea of planning for after you’re gone is daunting, but proper estate planning is vital for anyone who wishes to protect their assets and loved ones. It could be even more critical for same-sex couples and LGBTQ families, even after the 2015 Obergefell v. Hodges Supreme Court decision.
Kate Maier CFP®, CTFA, J.D.

Blog

Learn how a Qualified Domestic Trust (QDOT) can help non-U.S. citizen spouses defer estate taxes, preserve wealth, and maintain financial security. Discover eligibility, tax implications, and planning strategies.
Kate Maier CFP®, CTFA, J.D.

Blog

When it comes to estate planning, the focus is often on married couples. For those who never married, are widowed or are divorced, the importance of estate planning is sometimes overlooked.
Kate Maier CFP®, CTFA, J.D.

Blog

1. I’ve done well for myself, but I’m far from a Rockefeller. Why do I need an estate plan?Everybody needs an estate plan, regardless of wealth.
Kate Maier CFP®, CTFA, J.D.

Blog

Despite concerns about inflation and overall preparedness, Americans are looking forward to retirement, according to new survey research* we conducted this year.   77% of Americans expressed positive emotions such as happiness (45%) and gratitude (37%) when asked how they feel when they think about retirement, according to the study of 1,000 U.S. adults. For those already in their golden years, 90% don’t regret retiring when they did and 33% say it’s even better than expected.  
Kate Maier CFP®, CTFA, J.D.

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