Resources

Estate Planning

Crafting Your Legacy: Building a Comprehensive Estate Plan

In this webinar, Wealth Enhancement’s Michael Goff provides a blueprint for crafting a comprehensive estate plan.

Michael Goff BFA™

Dec 4, 2025

Exterior shot of the stock exchange building

Investing

December 2025 Market Commentary

Explore market performance, the likelihood of a December rate cut, and the current state of the AI boom.

Ayako Yoshioka CFA®

Dec 4, 2025

Investing

December 2025 Market Commentary

Explore market performance, the likelihood of a December rate cut, and the current state of the AI boom.

Ayako Yoshioka CFA®

Dec 4, 2025

Media appearances

CBS: Dustin Smith Featured in “How do you start a conversation about estate planning?”

Dustin Smith joins CBS News Minnesota to discuss having meaningful conversations over the holidays about money, intentions, and the kind of legacy you want to leave.

Dustin Smith CFP®

Dec 2, 2025

Press releases

Wealth Enhancement Announces Acquisition of FPG Private Wealth, a Hybrid RIA with Over $532 Million in Client Assets

This partnership brings the firm’s total client assets to more than $127.8 billion.

Dec 2, 2025

Tax Planning

What is the 5-Year Rule for Roth IRA Withdrawals?

Learn how the Roth IRA 5-year rules work for earnings, conversions, and inherited accounts, plus ordering rules and penalty exceptions.

Brent Muller ChFC®

Dec 2, 2025

Resources

Filters

Crafting Your Legacy: Building a Comprehensive Estate Plan

December 2025 Market Commentary

December 2025 Market Commentary

CBS: Dustin Smith Featured in “How do you start a conversation about estate planning?”

Wealth Enhancement Announces Acquisition of FPG Private Wealth, a Hybrid RIA with Over $532 Million in Client Assets

What is the 5-Year Rule for Roth IRA Withdrawals?