Resources

Turning 55 unlocks the rule of 55, HSA catch-up contributions, Roth conversion windows, and more. Learn the five key financial changes to plan for.

Britta Ferguson, CEPA®, CFP®, Senior Vice President and Financial Advisor on the Gensler Team at Wealth Enhancement, has been named to the San Diego Business Journal’s 2025 List of 500 Most Influential people in San Diego.

Britta Ferguson, CFP®, CEPA®, Senior Vice President, and Financial Advisor at Wealth Enhancement was featured by Woman’s World in “‘It’s the Golden Goose Egg Account of Investing’: What to Know About A Roth IRA VS A Traditional IRA.” 

Britta Ferguson, CFP®, CEPA®, Senior Vice President, and Financial Advisor at Wealth Enhancement was featured by U.S. News in an article titled “Is It Possible to Live on Social Security Alone in 2025?” 

Britta Ferguson, CFP®, CEPA®, Senior Vice President, and Financial Advisor at Wealth Enhancement was featured by Business Insider in “3 Ways You Can Save More Without Having to Make a Budget, Even as Inflation Picks Up.”