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How to Help Your Children with College Debt
How to Help Your Children with College Debt
2 min read
The cost of higher education is skyrocketing and college debt has become a major headache for students and parents alike. In 2017, the average student...
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The Ins and Outs of 529 Plans
The Ins and Outs of 529 Plans
College costs are rising and as parents or grandparents, it's natural that we'd want to help out. Bruce and Peg discuss one of the most common college savings...
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Video
Father's Day Financial Tips for Kids
Father's Day Financial Tips for Kids
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Video
Retirement Advice for Singles
Retirement Advice for Singles
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How to Get the most out of Your Relationship with Your Advisor
How to Get the most out of Your Relationship with Your Advisor

Bruce and Peg discuss the six things you need to do to get the most out of your relationship with your financial advisor.

Full Episode

http://info.wealthenhancement.com/hubfs/assets/audio/Your_Money/2019/Full_Episodes/E-WCCO-20190602-FINAL.mp3

The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult with your attorney, accountant and financial advisor or tax advisor prior to investing.

This information is not intended to be a substitute for individualized legal advice. Please consult your legal advisor regarding your specific situation.

Municipal bonds are subject to availability and change in price. They are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise. Interest income may be subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes may apply. If sold prior to maturity, capital gains tax could apply.

All investing involves risk, including possible loss of principal. 

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financial planning

6 Money Moves to Make Before You Retire
6 Money Moves to Make Before You Retire
06/02/2019 Peg Chromy Webb 3 min read
When you hit your 50s and 60s, retirement is no longer on the far horizon. Now it’s looming large, and you’re likely feeling the pressure to get your financial ducks in a...
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Things to Consider When Opening Up the Cabin
Things to Consider When Opening Up the Cabin
05/28/2019 Bruce Helmer 3 min watch
Owning a cabin isn't all fun and games. Bruce shares important things to consider that could affect your pocketbook with the hosts of WCCO Mid Morning.       
Watch Video
Mortgage-free Retirement: Should it be a Priority?
Mortgage-free Retirement: Should it be a Priority?
05/26/2019 Bruce Helmer 2 min read
For many Americans, though, that’s no longer the case. According to the Federal Reserve Survey of Consumer Finances, nearly 30 percent of retired households had mortgages...
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Saving for Your Dream Vacation
Saving for Your Dream Vacation
05/21/2019 Dustin Smith 3 min watch
When it comes to planning for your ultimate, dream vacation, are you considering how you are going to pay for everything? Dustin Smith talks savings strategy with the...
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How Much Savings is Too Much?
How Much Savings is Too Much?
05/20/2019 Bruce Helmer 2 min read
Read Article
How to Help Your Children with College Debt
How to Help Your Children with College Debt
06/17/2019 Peg Chromy Webb 2 min read
The cost of higher education is skyrocketing and college debt has become a major headache for students and parents alike. In 2017, the average student graduating from a...
Read Article
The Ins and Outs of 529 Plans
The Ins and Outs of 529 Plans
06/17/2019 Peg Chromy Webb 43 min listen
College costs are rising and as parents or grandparents, it's natural that we'd want to help out. Bruce and Peg discuss one of the most common college savings options: 529...
Read and Listen
Father's Day Financial Tips for Kids
Father's Day Financial Tips for Kids
06/11/2019 Bruce Helmer 3 min watch
It is never too early to start teaching your kids good money lessons. Bruce Helmer shares his fatherly advice with the hosts of WCCO Mid Morning.   
Watch Video
Retirement Advice for Singles
Retirement Advice for Singles
06/04/2019 Bruce Helmer 3 min watch
Being single in retirement may create additional obstacles for your financial plan. Find out what you can do to help be prepared from Bruce Helmer and the WCCO Mid Morning...
Watch Video
How to Get the most out of Your Relationship with Your Advisor
How to Get the most out of Your Relationship with Your Advisor
06/03/2019 Bruce Helmer 43 min listen
Bruce and Peg discuss the six things you need to do to get the most out of your relationship with your financial advisor.
Read and Listen
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How to Navigate the 4 Critical Retirement Milestones

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