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Tax Planning

Love & Money: How to Unlock The Financial Advantages of Marriage

Getting married is a significant life transition. Lifestyle, time commitments, and long-term priorities can all shift when you tie the knot. And the same is true for finances—especially how you approach taxes. There are many tax advantages of marriage. Here are some of the top points our Roundtable™ team speaks to clients about when they decide to get married.
Jul 30, 2023
Media appearances

MarketWatch: Brett Boner Featured in “4 Things to Consider Before Getting Divorced in Your 50s, 60s or Beyond”

Brett Boner, CDFA®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by MarketWatch in “4 Things to Consider Before Getting Divorced in Your 50s, 60s or Beyond.” “Social Security is a big thing to consider, not only in retirement, but in divorce,” said Brett Boner, a financial adviser at Wealth Enhancement Group.
Jul 27, 2023
Financial Planning

Strategic Loan Repayment: Understanding Income-Driven Plans

The details of student loans may at first seem hard to grasp, but fully understanding them and the potential benefits they can offer is invaluable. With federal student loan payments set to resume in October 2023, understanding the four distinct income-driven repayment plans and how they may impact you in the long run can help you make the most prudent decision for both your family and your financial plan.
Jul 27, 2023
Financial Planning

Strategic Loan Repayment: Understanding Income-Driven Plans

The details of student loans may at first seem hard to grasp, but fully understanding them and the potential benefits they can offer is invaluable. With federal student loan payments set to resume in October 2023, understanding the four distinct income-driven repayment plans and how they may impact you in the long run can help you make the most prudent decision for both your family and your financial plan.
Jul 27, 2023