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Learn how the Social Security Fairness Act of 2023 impacts retirees by repealing the Windfall Elimination Provision and Government Pension Offset. Discover who qualifies, how much benefits increase, and what steps to take next.
1/5/2025
Blog
Discover a five-step process to set and achieve financial goals that reflect your values. Learn how to align your money with what matters most—from planning and persistence to building a meaningful financial legacy.
1/2/2025
Blog
In this episode of “Investment Management Foundations,” Aya Yoshioka, Portfolio Consulting Director at Wealth Enhancement, discusses US equity market performance relative to the European Union.
VIDEO TRANSCRIPT:
12/25/2024
Blog
Join Aya Yoshioka and Doug Huber for the December 2024 edition of “Markets Monthly: Strategies & Perspectives.” Aya and Doug share economic highlights, market updates, and insights from Wealth Enhancement’s Investment Management team—including an update on the December 18 Fed meeting and the implications of the most recent interest rate cut.
12/22/2024
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Discover how starting to save early can dramatically grow your wealth. Learn how behavioral finance explains saving habits, the power of compounding, and strategies to overcome procrastination and build a secure financial future.
12/19/2024
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By Dom DiFurio
Alex Slitz // Getty Images
12/11/2024
Blog
US equities surged in November 2024 as bond yields fell, driven by strong earnings, a supportive Fed, and post-election optimism. Explore key market trends, sector performance, and outlook for 2025.
12/8/2024
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Explore the 8 best countries for Americans to retire abroad. Discover affordable living, quality health care, and vibrant lifestyles in destinations like Costa Rica, Portugal, Thailand, and more.
12/8/2024
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Prepare for 2025 with smart year-end financial strategies. Learn how to navigate tax uncertainty, optimize retirement contributions, and make tax-efficient charitable gifts with insights from Wealth Enhancement advisors.
12/5/2024
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Prepare for tax season with smart year-end tax planning strategies. Learn how to reduce your tax bill, maximize deductions, and align your finances for 2025 with expert-backed tips.
12/1/2024