Treasury Secretary Janet Yellen recently stated that we may hit the debt ceiling as soon as June 1. Although we were warned earlier this year, concerns of a possible default are appearing prominently in financial media headlines as the deadline approaches.

Explore April 2023’s market trends, including banking sector turmoil, debt ceiling risks, and equity resilience. Get insights on RMDs, interest rates, and economic outlooks.

Discover essential financial planning strategies for families raising children with special needs. Learn about SSI, DAC benefits, and healthcare options to secure your loved one’s future.

Financial literacy is foundational to a comfortable financial future. The advisors at Wealth Enhancement Group are devoted to helping you improve your financial literacy, which is why they go far and wide to share their craft with readers like you. This month’s collection of media appearances features our advisors in national outlets including USA Today, CoinChapter, and Fortune. Read on to see what our advisors are most excited to talk about.

What if you could sell off a highly appreciated asset, avoid capital gains taxes and create a steady stream of retirement income for yourself or your loved ones? It may sound too good to be true, but those are just a few benefits of establishing a charitable remainder trust (CRT).

Bank failures dominated the headlines for most of March. Caused by persistent high inflation and the Fed’s continued rate hiking, these failures stirred up fears that another banking crisis was on our hands. However, this is not 2008, and the overall banking system is the strongest it’s been in decades. Additionally, despite the bank failures, the markets finished positive for the month. After swift and effective action to contain a nationwide bank run, the Fed’s top priority remains getting inflation under control.

Learn how to manage capital gains, avoid Medicare premium hikes, and reduce tax liabilities in retirement. Explore smart strategies like phased stock sales and tax planning to protect your income and investments.

Losing a spouse is life-altering. Learn the essential financial steps for widows and widowers—from notifications and organizing documents to planning for a secure future.

We’re in the News for a Reason

The pace of global change is accelerating—how can investors keep up? Discover 8 key trends, from AI to the metaverse, that are reshaping the future of investing and how to prepare your portfolio.