Resources

Dustin Smith CFP®, ChFC®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by CBS in “Advice on Your Year-End Tax Planning.”Now’s the time to get a jump on your 2023 year-end tax planning to maximize tax savings.

Dustin Smith CFP®, ChFC®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by CBS in “Do You Participate in Employees Stock Purchase Plan. Should You?”Employee stock purchase plans (ESPPs) enable employees to buy company stock at a discount. But the tax implications from selling your shares are complicated.

Dustin Smith CFP®, ChFC®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by CBS in “How to Handle Inheritance Money.”In addition to having important financial planning, investment, and tax implications, an inheritance may also have an impact on your sense of identity and purpose.

Tune into this week’s segment of CBS 4 Your Money to hear Dustin Smith CFP®, ChFC®, Senior Vice President and Financial Advisor at Wealth Enhancement Group explain how you can “Make a greater impact by focusing on a cause that you care about, and thinking about how you give.”

Dustin Smith CFP®, ChFC®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by CBS in “What To Do if You Are Feeling Anxious About 2024’s Markets.”