Resources

Businesses

How to Question Your Business Legacy

What kind of legacy will your business leave behind? Explore how financial security, employee engagement, industry innovation, family impact, and personal fulfillment shape a lasting business legacy—and how to redefine yours.

Charlie Massimo

Nov 9, 2020

Businesses

5 Retirement Plan Design Considerations for Participant Success

Discover how to build an optimal retirement plan investment lineup for your employees. Learn key strategies on fund selection, ESG considerations, active vs. passive investing, and DOL compliance.

Nov 5, 2020

Media appearances

KITCES: Building A Scalable Advisor Marketing Engine That Eliminates Reliance On Rainmakers Or Referrals, With John Wernz

Listen to John Wernz on the KITCES podcast where he speaks about organic marketing strategies leveraged by the Wealth Enhancement Group marketing team. Click Here To Listen.

Nov 2, 2020

Businesses

How Business Owners Can Maximize Qualified Business Income Deductions

Learn how business owners can maximize the 20% QBI deduction under the Tax Cuts and Jobs Act. Explore eligibility, limitations, and tax-saving strategies using retirement and employee benefits.

Oct 28, 2020

Investing

5 Reasons Not to Fall Into the Investment Performance Trap

Is investment performance the best way to judge a financial manager? Discover 5 key reasons why returns alone can mislead—and learn smarter ways to evaluate advisor expertise and strategy.

Oct 25, 2020

Media appearances

Proactive Advisor Magazine: How Advisors and Clients are Handling Uncertainty

Kevin J. Meehan shares his thoughts on how advisors, coaches, and consultants have been coping in today’s ‘new normal’. Click here to read the full article.

Oct 20, 2020

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How to Question Your Business Legacy

5 Retirement Plan Design Considerations for Participant Success

KITCES: Building A Scalable Advisor Marketing Engine That Eliminates Reliance On Rainmakers Or Referrals, With John Wernz

How Business Owners Can Maximize Qualified Business Income Deductions

5 Reasons Not to Fall Into the Investment Performance Trap

Proactive Advisor Magazine: How Advisors and Clients are Handling Uncertainty