Resources

When we recommend working with a financial advisor, we don’t mean that you should pick one and call it a day. Working with your advisor means keeping lines of communication open, adapting as your goals and needs change, and proactively managing your financial relationship. Here are some topics you can use to keep the discussion going.

Looking to reduce taxes in retirement? Explore smart IRA strategies like Roth conversions, charitable giving, and HSA rollovers to help lower your tax burden and maximize your savings.

Missed the market rebound after COVID-19? Learn how to re-enter investing with confidence. Explore strategies like diversification, dollar-cost averaging, conservative options, and working with a fiduciary advisor to build a resilient portfolio.

Wealth Enhancement Group, an independent wealth management firm, has acquired Lighthouse Wealth Management, an independent hybrid registered investment adviser (RIA) with USD446 million in total client assets. Click Here to Read the Full Article.

Wealth Enhancement Group, an independent wealth management firm backed by private equity firm TA Associates, has purchased Lighthouse Wealth Management, an independent hybrid registered investment adviser based in New Market, Maryland that has $446 million in total client assets. Wealth Enhancement Group’s total client assets are expected to exceed $36 billion upon closing on July 1.