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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