Resources

Marti Awad CFA, CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement Group was featured by The New York Times in “Keeping a Midlife Crisis From Wrecking Your Retirement Plan.” 

Doug Huber, Vice President, Investment Strategy of Wealth Enhancement Group was featured by USA Today in “Money Market Account vs. Money Market Fund: Is There a Difference?” 

Doug Huber, Vice President, Investment Strategy of Wealth Enhancement Group was featured by USA Today in “Money Market Account vs. Money Market Fund: Is There a Difference?” 

Trusts are flexible and powerful legal entities you can use to gain control over your wealth. From charitable giving to tax mitigation strategies, trusts can achieve a wide range of asset management goals. There’s only one problem: How do you set one up?Setting up a trust can be complicated, and designing a trust in the wrong way can have expensive consequences. In this handout, you’ll learn how to set up a trust to secure your financial legacy.This handout explains:

Brian Dudley, CFP®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by U.S. News in “How to Make After-Tax 401(k) Contributions.”