Resources

In recent years, devastating natural catastrophes fueled by climate change have taken a major toll on infrastructure and our collective psyche. In addition to claiming human lives and causing widespread destruction to land and property, these climate-related disasters are also contributing to rising insurance premiums.

Turn tax season into a strategic financial check-in—understand laws, reduce burden, organize docs, and use refunds to fuel long-term goals.

Turn tax season into a strategic financial check-in—understand laws, reduce burden, organize docs, and use refunds to fuel long-term goals.

Dustin Smith, CFP®, ChFC® senior vice president and financial advisor at Wealth Enhancement Group explains effective diversification and shares the importance of rebalancing your portfolio.

Each month, we present ways to organize elements of your financial life —asset protection, tax planning, estate planning, charitable giving and so on — by breaking them into digestible tasks. This month, Dustin Smith, CFP®, ChFC® vice president and financial advisor at Wealth Enhancement Group focuses on spring cleaning, consolidating accounts and closing credit cards