Resources

Media appearances

FA Magazine: Marti Awad Featured in “Philanthropy Gets A Year-End Boost From One Big Beautiful Bill Changes”

Marti Awad, CFA®, CFP®, CEPA®, JD, LL.M, Senior Vice President and Financial Advisor at Wealth Enhancement, was featured by FA Magazine in the article, “Philanthropy Gets A Year-End Boost From One Big Beautiful Bill Changes”

Marti Awad CFA®, CFP®, CEPA®, JD, LL.M.

Dec 1, 2025

Financial Planning

529 Plans: Everything You Need to Know

Learn how 529 plans work in 2025, including tax-free growth, student loan repayment, FAFSA impacts, plus steps to choose and use a plan.

Dec 1, 2025

PDF

CPA Alliance Brochure

Nov 25, 2025

Awards

Wealth Enhancement Advisory Services (WEAS) Named to Newsweek’s 2026 List of America’s Top Financial Advisory Firms

Wealth Enhancement Advisory Services (WEAS), the Registered Investment Advisor (RIA) arm of Wealth Enhancement, has been recognized on Newsweek’s 2026 List of America’s Top Financial Advisory Firms.

Nov 25, 2025

Media appearances

CBS: Dustin Smith Featured in “Tips to help keep you from overspending for the holidays”

Dustin Smith, Senior Vice President, Financial Advisor shares tips to keep holiday spending from derailing your finances.

Dustin Smith CFP®

Nov 25, 2025

Media appearances

WCCO Morning News: Bruce Helmer Featured in “Is one million dollars a fleeting number when it comes to retirement?”

Bruce Helmer, Co-Founder, Financial Advisor and Author, Speaker and Host of the Your Money Radio Show, was interviewed by WCCO Morning News.

Bruce Helmer

Nov 24, 2025

Resources

Filters

FA Magazine: Marti Awad Featured in “Philanthropy Gets A Year-End Boost From One Big Beautiful Bill Changes”

529 Plans: Everything You Need to Know

CPA Alliance Brochure

Wealth Enhancement Advisory Services (WEAS) Named to Newsweek’s 2026 List of America’s Top Financial Advisory Firms

CBS: Dustin Smith Featured in “Tips to help keep you from overspending for the holidays”

WCCO Morning News: Bruce Helmer Featured in “Is one million dollars a fleeting number when it comes to retirement?”