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Saver or Spender: Financial Planning for Couples With Different Money Mindsets

Married couples often encounter various financial issues that can lead to conflict, typically because each has a different mindset about money. Whether it’s differing budgeting and spending habits, income discrepancies and unequal financial contributions, or out-of-sync financial goals and priorities, much of this conflict stems from a simple lack of communication about money.
Mar 3, 2024
Media appearances

Pioneer Press: Where’s My Stuff? Spring Cleaning Your Estate Plan

After you’re gone, everything you own becomes your “estate.” This includes your house, car, possessions (even pets), investments, and savings. You need to plan for how these assets are distributed after you’re gone by creating an estate plan. It’s also critical that you maintain a secure document that lets loved ones know how to find your important estate planning documents and financial account information when they need to.
Mar 1, 2024
Press releases

Wealth Enhancement Group Announces the Addition of The Financial Advisory Group, LLC, an Independent RIA with Over $1.22 Billion in Client Assets

Wealth Enhancement Group, a national independent wealth management firm with over $81.5 billion in client assets, announced that it will join forces with The Financial Advisory Group, LLC, an independent RIA in Houston, Texas. The team of seven financial advisors and 14 support team members manages over $1.22 billion in client assets and is led by founder, Richard J. Alphonso, J.D., CPA/PFS, M.S.T., AEP.
Mar 1, 2024