Resources

One of the most common questions we hear from clients is some version of: “Should I be doing a Roth conversion?” It’s a fair question and one worth looking into. But the answer is almost always “it depends”, and for many clients, it may not move the needle as much as you’d hope.

Estate planning can be a tough topic to discuss or think about - you’re essentially pondering your own mortality and how to transfer multiple assets in a desired way. As challenging as the topic can be, it’s essential to be prepared and up to date with your documents. A proper estate plan is the best way to communicate your wishes to heirs after you’re no longer able to.

Jeff Dekko, CEO, of Wealth Enhancement was featured by Wealth Management in the article, “Wealth CEOs Tout AI, Tech To Bridge Advisor Shortage”

Jeff Dekko, CEO, of Wealth Enhancement was featured by Wealth Management in the article, “Wealth CEOs Tout AI, Tech To Bridge Advisor Shortage”

Dustin Smith, Senior Vice President, Financial Advisor joins CBS News Minnesota to discuss the power of compounding.