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Wealth Enhancement Group Makes its First Move Into Kentucky Through the Addition of Landmark Financial Advisors, an Independent RIA with Over $543 Million in Assets Under Management

Wealth Enhancement Group, a national independent wealth management firm with over $72.2 billion in client assets, announced the acquisition of Landmark Financial Advisors, LLC, an Independent RIA in Bowling Green, Kentucky. The team, led by Bill Borders and Brent Mason, will bring approximately $543 million in assets under management.
Dec 21, 2023
Tax Planning

Homestead Exemption

If you are nearing or have already reached age 65, how would you like to save $860 a year just by filling out an application and providing proof of your age? 
Dec 19, 2023
Wealth Planning

IRA or HSA, which should I fund first?

Traditional IRAs have been around since 1974. They provide workers an opportunity to save for retirement on a pre-tax and tax deferred basis depending on your income and whether or not your employer offers a workplace retirement plan.
Dec 19, 2023
Wealth Planning

ROTH IRA

We’ve got a great idea! Now that your child/grandchild is wrapping up their summer job for the year you could open a Roth IRA in their name.
Dec 19, 2023
Wealth Planning

Value vs. Growth

Over the past decade Growth Stocks have been the primary driver of the US stock market’s outperformance as compared to the rest of the world.
Dec 19, 2023