Resources

Wealth Enhancement has announced that two financial advisors from its Los Angeles offices received the 2024 Five Star Wealth Manager Award. *  

Charitable giving has an immense impact on society and can deliver immediate benefits to the recipients. However, many people are unaware of the extensive advantages for the donor. In addition to assisting those in need, funding research, and delivering essential services, charitable giving also has comprehensive tax benefits when done correctly.

With a decade or two of work experience behind you, and a decade or more ahead, this is a good time to take stock of your financial plan and well-being and see if you need to make any changes.

Each year, the Social Security Administration (SSA) adjusts the benefits that retirees receive to keep up with inflation. On October 12, 2023, the SSA released its official cost-of-living adjustment (COLA) announcement. Here’s what you need to know.

Brian Kuhn CFP®, CLU®, Senior Vice President and Financial Advisor at Wealth Enhancement Group was featured by GOBankingRates in, “76% of Americas Have Curbed Spending Due to Inflation—See What They’re Giving Up.”