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Learn the essentials of estate planning—from wills and trusts to tax strategies and healthcare directives. Use this step-by-step guide to protect your legacy and loved ones.
11/13/2025
Blog
Every November, Americans pause to honor the courage and sacrifice of our service members and their families. Veterans Day is more than a date on the calendar; it’s a reminder that freedom and security come at a cost, and that those who served our nation are entitled to the same sense of safety and peace they fought to protect.
11/8/2025
Blog
Wealth Enhancement’s Doug Huber shares market insights from the week, highlighting state election results, the ongoing government shutdown’s airline impact, and weak labor data. Markets dipped slightly as the Fed watches employment trends. Doug also covers high valuations in the market and what those could mean for portfolios.
11/7/2025
Blog
Equity markets closed October near record highs, and the Fed’s second rate cut of the year helped reinforce optimism across risk assets. Read on to learn more.
11/5/2025
Blog
Before Dec 31, make these 7 year-end tax moves to lower your bill for 2025 — from maximizing 401(k)s and harvesting losses to RMDs, QCDs, FSAs and Roth conversions.
11/5/2025
Blog
Worried how import duties might drive up prices this holiday season? Learn how tariffs will impact holiday shopping in 2025 — from cost increases to supply chain squeeze — and what shoppers and retailers can do to prepare.
10/31/2025
Blog
This week on 7 Market Movers, find out what’s making headlines, including a second interest rate cut, strong corporate earnings, and positive equity markets.
10/31/2025
Blog
Many Americans steer clear of the uneasy feeling that can arise from checking their financial accounts. According to new research from Wealth Enhancement, nearly half of Americans act on that impulse.1 Forty-four percent of respondents in the firm’s Mood & Money survey said they’ve avoided checking a financial account in the past year because doing so felt too stressful.
10/25/2025
Blog
Learn how an Irrevocable Life Insurance Trust (ILIT) can help reduce estate taxes and protect your beneficiaries. Discover key benefits, setup tips, and tax-saving strategies.
10/22/2025
Blog
Plan your retirement with confidence. Discover decade-by-decade savings milestones, key ages, and expert guidance to stay on track for your future.
10/16/2025