Resources

Each month, we present ways to organize elements of your financial life —asset protection, tax planning, estate planning, charitable giving and so on — by breaking them into digestible tasks. This month, Dustin Smith, CFP®, ChFC® vice president and financial advisor at Wealth Enhancement Group focuses on spring cleaning, consolidating accounts and closing credit cards

There are lots of things you can’t control — inflation, market direction, interest rates — but if you get organized, you can make some tax-smart moves (and avoid mistakes). Dustin Smith shares some Dos and Don’ts to make your life easier around tax season.

Bonds appear to be more attractive than stocks at the moment. Is it time to buy? Dustin Smith addresses this in this week’s 4 Your Money segment.

Here are a few recommendations to help you prepare for filing your taxes. The tax deadline for filing 2022 taxes is April 18, 2023, less than 10 weeks away!

Dustin Smith of Wealth Enhancement Group shares information on the Inflation Reduction Act.