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Wealth management news and analysis

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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Get the latest wealth management tips and trends from our library of articles and resources.

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Retirement Readiness: 5 Steps to Get Ready For Retirement

5/22/2026
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How to Choose a Wealth Manager: 7 Things to Look For

5/19/2026
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Trust vs Will: Which is Better for Your Estate Plan?

5/19/2026

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Blog

Should You Claim Social Security Now and Invest Your Benefits?

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

Career Pivots: The Financial Side of Seeking Greener Pastures

Career pivots are becoming increasingly common as people look to improve their job prospects or find work that more closely aligns with their values. Whether driven by burnout, a desire for more time flexibility, or the need for longer-term sustainability, changing careers is rarely just a professional decision. It is always a financial one.
2/15/2026

We have been with Wealth Enhancement for over 25 years. It was a great decision on our part as we would never be in the financial shape that we are today without them. They advised us on life insurance, college funds, long term care insurance and Roth IRAs. They promptly answered all questions anytime we called and kept us on schedule with withdrawals and payments. I never worry about finances and have complete trust in the team.

- Janet Williams, Savage, MN

Actual client testimony. Client was not compensated.

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