Resources

Tax Planning

Five Proven Strategies to Tackle Estate Taxes

Although only 0.07% of U.S. taxpayers will pay any estate tax, those subject to paying the tax face challenges around how to best fund the looming obligations for liquidity.

Gregory Lopez CFP®, CLU®, AEP®

Jun 25, 2025

Tax Planning

Five Proven Strategies to Tackle Estate Taxes

Although only 0.07% of U.S. taxpayers will pay any estate tax, those subject to paying the tax face challenges around how to best fund the looming obligations for liquidity.

Gregory Lopez CFP®, CLU®, AEP®

Jun 25, 2025

Businesses

Start-up Company With Insurance Needs

Shareholder agreements, life insurance trust, difficult justification of death benefits

Gregory Lopez CFP®, CLU®, AEP®

Jun 25, 2025

Businesses

Start-up Company With Insurance Needs

Shareholder agreements, life insurance trust, difficult justification of death benefits

Gregory Lopez CFP®, CLU®, AEP®

Jun 25, 2025

Media appearances

CBS: Dustin Smith Featured in “It’s the Toughest Topic for Parents To Talk About With Kids. Tips for Talking About Money.”

Dustin Smith, with Wealth Enhancement Group, shares some advice for talking to kids about money, at the various stages of their development.

Dustin Smith CFP®

Jun 23, 2025

Media appearances

CBS 4 Your Money: Why Pay for Financial Advice?

Why don’t more people want to pay for financial advice? Find out in this segment of Your Money.

Jun 19, 2025