Resources

In this segment of CBS 4 Your Money, Dustin Smith CFP®, ChFC®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group discusses how seniors who must take required distributions from their IRAs may be able to benefit from a special tax provision for qualified charitable distributions (QCDs).

In this segment of CBS 4 Your Money, Dustin Smith CFP®, ChFC®, Senior Vice President and Financial Advisor at Wealth Enhancement Group discusses the effects of the Supreme Court striking down President Biden’s student-debt-forgiveness plan.

In this segment of CBS 4 Your Money, Dustin Smith CFP®, ChFC®, senior vice president and financial advisor at Wealth Enhancement Group discusses how to set your own standard for financial independence.

Is your current advisor equipped to help you manage the next phase of your financial journey?Tune into this week’s CBS 4 Your Money segment to hear Dustin Smith CFP®, ChFC®, Senior Vice President and Financial Advisor of Wealth Enhancement Group discuss how you can recognize if you need a new financial advisor.

In this week’s segment of CBS 4 Your Money, Dustin Smith CFP®, ChFC®, Senior Vice President and Financial Advisor at Wealth Enhancement Group discusses how having a will is not just for the ultra-wealthy; everyone should have one. But does that go for a trust?