Resources

Creating a financial game plan for the new year is going to be unique to you, depending on your individual circumstances. But, if your New Year’s resolutions include getting your financial life back on track, you can use these goals as a starting point. Set a Personal Savings Goal Don’t just pick an arbitrary number. Look at your total income and expenses to determine a realistic goal for how much you can set aside each month.

Creating a financial game plan for the new year is going to be unique to you, depending on your individual circumstances. But, if your New Year’s resolutions include getting your financial life back on track, you can use these goals as a starting point. Set a Personal Savings Goal Don’t just pick an arbitrary number. Look at your total income and expenses to determine a realistic goal for how much you can set aside each month.

Getting ready to retire? Learn key steps to take before leaving the workforce—from budgeting and scheduling your time to tax strategies and long-term planning—to help ensure a smooth transition into retirement.

Wealth Enhancement Group, an independent wealth management firm that oversees approximately $13.6 billion in client assets*, has announced that three financial advisors from their Darien, CT office have been presented with the 2019 Five Star Wealth Manager award.**

Planning to retire soon? Discover three essential steps to take in the final years before retirement—from envisioning your lifestyle to estimating expenses and optimizing Social Security benefits.