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CBS: Dustin Smith Featured in “Do You Participate in Employees Stock Purchase Plan. Should You?”

Dustin Smith CFP®, ChFC®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by CBS in “Do You Participate in Employees Stock Purchase Plan. Should You?”Employee stock purchase plans (ESPPs) enable employees to buy company stock at a discount. But the tax implications from selling your shares are complicated.
Mar 21, 2024
Media appearances

CBS: Dustin Smith Featured in “How to Handle Inheritance Money”

Dustin Smith CFP®, ChFC®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by CBS in “How to Handle Inheritance Money.”In addition to having important financial planning, investment, and tax implications, an inheritance may also have an impact on your sense of identity and purpose.
Mar 21, 2024