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Retirement Readiness: 5 Steps to Get Ready For Retirement

Wondering if you’re ready to retire? Use this retirement readiness checklist to assess savings, income needs, Social Security, inflation, taxes, and next steps.
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Blog
This week’s episode covers the continued uncertainty around tariffs, news around cryptocurrency, and the potential for increased inflation in the rest of the year. Watch as Gary Quinzel, Vice President for Portfolio Consulting, discusses how the markets and the US dollar reacted to this news.
7/18/2025
Blog
In this excerpt from our webinar, “Putting Your Cash to Work: 4 Strategies for Excess Cash & Volatile Markets,” find out how collateralized loans can provide you with liquid cash without having to sell off your investments.
7/16/2025
Blog
This week on 7 Market Movers, tariffs are back in the news. Wealth Enhancement’s Deputy Chief Investment Officer Doug Huber walks us through the expiration of the 90-day moratorium on tariffs and what that could mean for the markets. He also covers the recent meeting of the Federal Reserve and the potential for rate cuts later in the year. Watch to find out what else happened this week, including what Amazon’s Prime Day Sales could indicate for consumer spending.
7/11/2025
Blog
Despite facing severe headwinds, the S&P 500 closed Q2 at an all-time high. Investors remain optimistic, although elevated market valuations and margin-driven earnings growth signal potential vulnerabilities.
7/7/2025
Blog
In today’s world, financial independence means something a little different for each person. For some, it’s the ability to retire comfortably — or even early — and live off savings and investment income.
7/5/2025
Blog
In the June 2025 edition of “Markets Monthly: Strategies & Perspectives,” get market updates and insights from Wealth Enhancement’s Investment Management team.
6/26/2025
Blog
The market pulled back slightly so far this week and retail sales fell below expectations—declining by 0.9%. There was also a 3.5% decline in auto sales, indicating consumers’ hesitation to make big ticket purchases. Watch as Gary Quinzel, Vice President for Portfolio Consulting, discusses the Federal Reserve’s reaction and other macroeconomic headlines.
6/18/2025
Blog
Choosing a retirement date is an exciting time. Not only does it mean you no longer have to bust your hump at a nine-to-five for years on end, but it also signifies your transition into the next phase of your life–potentially the best phase of your life.
6/15/2025

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