Resources

Nicole Webb CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement Group was featured by FOX Business in “Expert Urges Employees to go Beyond 401(K)s for Retirement: ‘Don’t Leave Money on the Table.’” 

Explore essential financial planning tips for moms—from budgeting and debt management to investing, insurance, and retirement strategies—to secure your family’s future.

Paul Brahim, CFP®, AIFA®, Managing Director, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by MarketWatch in “My Wife and I Are Neari

The Tax Cuts and Jobs Act of 2017 (TCJA) made several changes to tax laws that provided millions of Americans with significant tax savings. But the relief was always temporary. Unless Congress passes new legislation in the near future, the TCJA will sunset at the end of 2025, cutting the estate tax exemption in half. This change could leave many Americans with a substantial tax burden—especially high-net-worth families.

The Tax Cuts and Jobs Act of 2017 (TCJA) made several changes to tax laws that provided millions of Americans with significant tax savings. But the relief was always temporary. Unless Congress passes new legislation in the near future, the TCJA will sunset at the end of 2025, cutting the estate tax exemption in half. This change could leave many Americans with a substantial tax burden—especially high-net-worth families.