Insights blog
Wealth management news and analysis
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Blog
In today’s 7 Market Movers Special Edition, Doug Huber, Wealth Enhancement Deputy Chief Investment Officer, discusses the U.S. and Israel’s military strikes in Iran over the weekend and how investment markets are responding.
3/2/2026
Blog
From time to time, we get a listener question on our Sunday morning show on WCCO that opens the door to a much larger financial planning conversation. This is one of those questions:
“I’m 62. I don’t need Social Security to live on. Should I take the benefit now and invest it for better returns?”
3/2/2026
Blog
This week on 7 Market Movers, Doug Huber, Wealth Enhancement Deputy Chief Investment Officer, discusses recent investment market performance
2/27/2026
Blog
See 2026 catch-up contribution limits for 401(k), 403(b) and IRA accounts, including the Roth catch-up requirement. Save more after 50. Learn the rules.
2/26/2026
Blog
Wondering how much you should contribute to your 401(k)? Learn recommended contribution levels, how to maximize employer matches, tax benefits, and smart strategies to grow your retirement savings with confidence.
2/24/2026
Blog
Kickstart 2026 with five healthy financial habits that grow savings, cut debt, and build long term confidence in your money decisions.
2/23/2026
Blog
This week on 7 Market Movers, Wealth Enhancement Director, Senior Investment Strategist Ayako Yoshioka discusses recent investment market performance.
2/20/2026
Blog
Long-term care insurance can protect your future and your finances. Learn when to buy, how much coverage you need, and why inflation protection matters in your LTC planning.
2/19/2026
Blog
Learn how a Custodial Roth IRA can help you start building wealth for your child early. Explore eligibility, tax advantages, contribution rules, and smart strategies to maximize long-term growth.
2/17/2026
Blog
Maximize your tax refund with IRA and HSA contributions, 2025 tax credits, and smart refund steps. Pay less in taxes for 2025 and keep more money today.
2/17/2026