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Article Article
Staying Healthy to Get Wealthy
Staying Healthy to Get Wealthy
2 min read

This is the time of year when people think a lot about their physical health. Maybe you have fitness goals for this year, or maybe you need to repent of all...

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Radio Show Radio Show
2019 Market Recap and a Look Forward to 2020
2019 Market Recap and a Look Forward to 2020

2019 was marked by volatility, and Q4 was no exception. Bruce and Peg are joined by Chris Haarstick, Director of Investments to discuss 2019 economic...

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Article Article
Improving Your Financial Fitness
Improving Your Financial Fitness
2 min read

Well, it’s mid-January, which means many of you are hitting the gym in keeping with your New Year’s Resolution for at least a couple more weeks. But this is...

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Radio Show Radio Show
Taking a Deep Dive Into Your IRA Strategy
Taking a Deep Dive Into Your IRA Strategy

What is an IRA? What makes it special? Bruce and Peg dig deep and give you the scoop on how to take full advantage of this investment vehicle.    

 

 

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Radio Show Radio Show
"Out of the Box" Investing Strategies

You’re doing everything right, but you still want to be secure that you are on target to meet your financial goals. Bruce and Peg discuss some lesser known strategies to maximize your investments   

 

 

Full Episode

http://info.wealthenhancement.com/hubfs/assets/audio/Your_Money/2019/Full_Episodes/E-WCCO-01052020-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.

The Roth IRA offers tax deferral on any earnings in the account. Withdrawals from the account may be tax free, as long as they are considered qualified. Limitations and restrictions may apply. Withdrawals prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Future tax laws can change at any time and may impact the benefits of Roth IRAs. Their tax treatment may change.

Traditional IRA account owners should...

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financial planning

Staying Healthy to Get Wealthy
Staying Healthy to Get Wealthy
01/25/2020 Peg Chromy Webb 2 min read
This is the time of year when people think a lot about their physical health. Maybe you have fitness goals for this year, or maybe you need to repent of all those cookies...
Read Article
2019 Market Recap and a Look Forward to 2020
2019 Market Recap and a Look Forward to 2020
01/19/2020 Peg Chromy Webb 43 min listen
2019 was marked by volatility, and Q4 was no exception. Bruce and Peg are joined by Chris Haarstick, Director of Investments to discuss 2019 economic conditions and what...
Read and Listen
Improving Your Financial Fitness
Improving Your Financial Fitness
01/13/2020 Bruce Helmer 2 min read
Well, it’s mid-January, which means many of you are hitting the gym in keeping with your New Year’s Resolution for at least a couple more weeks. But this is also a good...
Read Article
Taking a Deep Dive Into Your IRA Strategy
Taking a Deep Dive Into Your IRA Strategy
01/12/2020 Bruce Helmer 43 min listen
What is an IRA? What makes it special? Bruce and Peg dig deep and give you the scoop on how to take full advantage of this investment vehicle.        
Read and Listen
"Out of the Box" Investing Strategies
01/05/2020 Bruce Helmer 43 min listen
You’re doing everything right, but you still want to be secure that you are on target to meet your financial goals. Bruce and Peg discuss some lesser known strategies to...
Read and Listen
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How to Navigate the 4 Critical Retirement Milestones

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