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Financial Planning

Adult son hugging his older mother while sitting on a couch. Both are smiling.

Financial Planning

7 Strategies on How to Raise Financially Independent Children

Struggling to balance your retirement goals with supporting your adult children? Discover 7 smart strategies to help your kids achieve financial independence—without compromising your own future.

Joel Fliegel CFP®

Aug 11, 2026

Investing

Six Planning Opportunities To Help Weather Market Volatility

Discover six strategies—from tax-loss harvesting to Roth conversions—to help strengthen your portfolio and stay on track toward long-term goals.

Dustin Obhas CFP®, AIF®

May 18, 2025

Media appearances

TheStreet: Dustin Obhas’ “10 Year-End Financial Tasks to Complete Now”

Dustin Obhas, CFP®, AIF®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group’s byline “10 Year-End Financial Tasks to Complete Now” was published by TheStreet.

Dustin Obhas CFP®, AIF®

Aug 13, 2023

Grandparents with grandchild on grandfather's shoulders

Estate Planning

Transferring Wealth to Family to Lower Taxes

Looking to reduce estate taxes and leave more to your heirs? Explore smart estate planning strategies like gifting, life insurance trusts, and ABLE accounts to protect your legacy and minimize tax burdens.

Dustin Obhas CFP®, AIF®

Jan 11, 2022

Middle-aged man sitting at a kitchen island with his laptop, looking inquisitively out a window

Retirement

3 Things to Do If You Get Laid Off Before Retirement

Laid off before retirement? Learn how to protect your finances, rethink your career path, and adjust your retirement plan to stay on track—even in uncertain times.

Joel Fliegel CFP®

Jul 22, 2020