Resources

Beginning with the 2026 tax year, WETCS is expanding beyond traditional tax return preparation to provide a more comprehensive tax services experience with a greater focus on proactive tax planning intended to help clients realize more tax savings. Our enhanced service combines tax return preparation, proactive tax planning, personalized tax analysis, and collaboration between your assigned WETCS Tax Advisor and your Wealth Enhancement Financial Advisor to help identify opportunities throughout the year.

Beginning with the 2026 tax year, WETCS is expanding beyond traditional tax return preparation to provide a more comprehensive tax services experience with a greater focus on proactive tax planning intended to help clients realize more tax savings. Our enhanced service combines tax return preparation, proactive tax planning, personalized tax analysis, and collaboration between your assigned WETCS Tax Advisor and your Wealth Enhancement Financial Advisor to help identify opportunities throughout the year.

Dustin Smith argues that today’s young adults face far more complex financial decisions than previous generations, from healthcare to investing.

Bruce Helmer and Peg Webb share 10 practical steps to prepare financially and personally for retirement. Their guidance emphasizes creating a comprehensive plan for a transition that could last 20 to 30 years or longer. Muck Rack

In September, the Federal Reserve raised interest rates for the first time in more than three years. The Fed increased its key rate by 0.25%, bringing its target range to 3.75% to 4.00%.